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 | $149,259 | $56,287+165.2% | $80,977+84.3% | $62,881+137.4% |
| Participation rate | 93.9% | 68.9%+25.0pp | 75.8%+18.1pp | 69.3%+24.6pp |
| Annual return | 2.61% | 22.13%-19.5pp | 17.11%-14.5pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,619 | $4,196+81.6% | $5,696+33.7% | $3,203+137.9% |
| Admin fee / account holder | $3,330 | $3,742-11.0% | $5,517-39.6% | $4,296-22.5% |