Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,997 | $56,287+99.0% | $80,977+38.3% | $62,881+78.1% |
| Participation rate | 75.8% | 68.9%+6.8pp | 75.8%-0.1pp | 69.3%+6.5pp |
| Annual return | -2.93% | 22.13%-25.1pp | 17.11%-20.0pp | 20.14%-23.1pp |
| Employer contribution / active EE | $185 | $1,943-90.5% | $3,715-95.0% | $2,281-91.9% |
| Participant deferral / active EE | $3,840 | $4,196-8.5% | $5,696-32.6% | $3,203+19.9% |
| Admin fee / account holder | $4,297 | $3,742+14.8% | $5,517-22.1% | $4,2960% |