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 | $142,111 | $156,398-9.1% | $147,318-3.5% | $138,895+2.3% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 11.62% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $386 | $4,853-92.0% | $4,593-91.6% | $4,194-90.8% |
| Participant deferral / active EE | $4,701 | $8,237-42.9% | $7,906-40.5% | $6,396-26.5% |
| Admin fee / account holder | $19,904 | $14,976+32.9% | $13,708+45.2% | $12,562+58.4% |