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 | $105,801 | $89,367+18.4% | $141,191-25.1% | $72,975+45.0% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 3.58% | 111.87%-108.3pp | 71.41%-67.8pp | 81.01%-77.4pp |
| Employer contribution / active EE | $76 | $3,115-97.6% | $4,736-98.4% | $2,440-96.9% |
| Participant deferral / active EE | $6,706 | $5,419+23.8% | $6,710-0.1% | $3,608+85.9% |
| Admin fee / account holder | $498 | $5,957-91.6% | $10,264-95.2% | $5,124-90.3% |