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 | $115,636 | $80,812+43.1% | $160,784-28.1% | $82,448+40.3% |
| Participation rate | 71.0% | 66.2%+4.7pp | 77.0%-6.0pp | 68.1%+2.9pp |
| Annual return | 12.07% | 100.59%-88.5pp | 1803.92%-1791.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $301 | $2,174-86.1% | $3,733-91.9% | $2,551-88.2% |
| Participant deferral / active EE | $6,868 | $4,335+58.4% | $6,293+9.1% | $4,139+65.9% |
| Admin fee / account holder | $17,196 | $7,695+123.5% | $9,717+77.0% | $7,234+137.7% |