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 | $168,792 | $106,923+57.9% | $84,023+100.9% | $152,909+10.4% |
| Participation rate | 77.8% | 75.3%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 2.92% | 105.02%-102.1pp | 71.32%-68.4pp | 345.46%-342.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,000 | $4,013+149.2% | $3,239+208.7% | $5,851+70.9% |
| Admin fee / account holder | $556 | $8,289-93.3% | $6,102-90.9% | $11,601-95.2% |