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 | $131,945 | $174,379-24.3% | $152,093-13.2% | $138,895-5.0% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 6.97% | 74.86%-67.9pp | 66.36%-59.4pp | 145.39%-138.4pp |
| Employer contribution / active EE | $448 | $4,652-90.4% | $4,175-89.3% | $4,194-89.3% |
| Participant deferral / active EE | $4,451 | $6,159-27.7% | $5,451-18.3% | $6,396-30.4% |
| Admin fee / account holder | $39,213 | $16,880+132.3% | $14,497+170.5% | $12,562+212.2% |