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 | $83,253 | $202,342-58.9% | $172,753-51.8% | $152,909-45.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.26% | 1029.88%-1017.6pp | 803.00%-790.7pp | 345.46%-333.2pp |
| Employer contribution / active EE | $1,163 | $5,857-80.1% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $4,331 | $5,948-27.2% | $5,198-16.7% | $5,851-26.0% |
| Admin fee / account holder | $31,791 | $17,112+85.8% | $13,956+127.8% | $11,601+174.0% |