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 | $82,509 | $99,994-17.5% | $146,643-43.7% | $85,847-3.9% |
| Participation rate | 81.1% | 73.1%+8.1pp | 80.1%+1.1pp | 69.3%+11.8pp |
| Annual return | 7.22% | 18.93%-11.7pp | 22.75%-15.5pp | 318.61%-311.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,056 | $4,006+1.2% | $5,506-26.3% | $3,952+2.6% |
| Admin fee / account holder | $12,687 | $7,703+64.7% | $10,280+23.4% | $6,261+102.7% |