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 | $38,576 | $178,174-78.3% | $156,181-75.3% | $137,256-71.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 7.22% | 84.19%-77.0pp | 64.87%-57.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $870 | $4,972-82.5% | $4,294-79.7% | $4,156-79.1% |
| Participant deferral / active EE | $2,180 | $6,888-68.3% | $6,132-64.4% | $6,407-66.0% |
| Admin fee / account holder | $31,417 | $17,404+80.5% | $14,586+115.4% | $12,270+156.0% |