Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,793 | $138,385+9.7% | $184,243-17.6% | $80,925+87.6% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.7%+29.7pp |
| Annual return | 10.92% | 20.02%-9.1pp | 28.82%-17.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,210 | $4,851-75.1% | $6,427-81.2% | $2,756-56.1% |
| Participant deferral / active EE | $10,122 | $7,075+43.1% | $9,132+10.8% | $4,299+135.5% |
| Admin fee / account holder | $4,505 | $10,489-57.0% | $13,914-67.6% | $6,940-35.1% |