Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,004 | $196,972-72.6% | $182,262-70.4% | $198,609-72.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 1.46% | 158.27%-156.8pp | 140.60%-139.1pp | 202.70%-201.2pp |
| Employer contribution / active EE | $1,111 | $5,364-79.3% | $5,046-78.0% | $5,055-78.0% |
| Participant deferral / active EE | $11,433 | $8,643+32.3% | $8,276+38.1% | $6,977+63.9% |
| Admin fee / account holder | $6,900 | $18,429-62.6% | $16,712-58.7% | $19,030-63.7% |