Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,620 | $156,398-36.3% | $147,318-32.4% | $138,895-28.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.29% | 78.75%-68.5pp | 70.43%-60.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $900 | $4,853-81.5% | $4,593-80.4% | $4,194-78.5% |
| Participant deferral / active EE | $5,701 | $8,237-30.8% | $7,906-27.9% | $6,396-10.9% |
| Admin fee / account holder | $55,209 | $14,976+268.7% | $13,708+302.8% | $12,562+339.5% |