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 | $213,040 | $209,405+1.7% | $178,486+19.4% | $158,931+34.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.81% | 188.77%-184.0pp | 151.08%-146.3pp | 302.86%-298.1pp |
| Employer contribution / active EE | $1,085 | $5,707-81.0% | $5,011-78.3% | $4,761-77.2% |
| Participant deferral / active EE | $5,907 | $5,954-0.8% | $5,202+13.6% | $5,982-1.3% |
| Admin fee / account holder | $1,699 | $17,076-90.1% | $13,985-87.9% | $11,247-84.9% |