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 | $171,382 | $95,415+79.6% | $185,851-7.8% | $85,851+99.6% |
| Participation rate | 81.2% | 68.8%+12.4pp | 81.7%-0.5pp | 69.3%+11.8pp |
| Annual return | 9.23% | 23.59%-14.4pp | 122.11%-112.9pp | 318.63%-309.4pp |
| Employer contribution / active EE | $121 | $3,314-96.3% | $5,168-97.7% | $2,565-95.3% |
| Participant deferral / active EE | $5,022 | $3,424+46.7% | $5,569-9.8% | $3,952+27.1% |
| Admin fee / account holder | $40,031 | $7,215+454.9% | $16,245+146.4% | $6,261+539.4% |