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 | $137,510 | $49,897+175.6% | $80,648+70.5% | $75,177+82.9% |
| Participation rate | 93.3% | 55.3%+38.0pp | 67.0%+26.3pp | 67.2%+26.1pp |
| Annual return | 13.62% | 34.68%-21.1pp | 937.21%-923.6pp | 160.75%-147.1pp |
| Employer contribution / active EE | $83 | $1,699-95.1% | $2,724-96.9% | $2,671-96.9% |
| Participant deferral / active EE | $5,528 | $2,992+84.7% | $4,443+24.4% | $4,126+34.0% |
| Admin fee / account holder | $11,092 | $3,579+209.9% | $5,382+106.1% | $5,651+96.3% |