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 | $107,317 | $79,633+34.8% | $93,786+14.4% | $68,490+56.7% |
| Participation rate | 97.1% | 75.4%+21.8pp | 81.0%+16.1pp | 67.9%+29.2pp |
| Annual return | -20.46% | -0.10%-20.4pp | -11.32%-9.1pp | -7.85%-12.6pp |
| Employer contribution / active EE | $719 | $3,665-80.4% | $4,328-83.4% | $2,597-72.3% |
| Participant deferral / active EE | $5,960 | $5,158+15.6% | $6,100-2.3% | $4,028+48.0% |
| Admin fee / account holder | $4,621 | $6,871-32.8% | $7,184-35.7% | $5,403-14.5% |