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 | $137,708 | $91,559+50.4% | $133,959+2.8% | $79,858+72.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 8.43% | 61.85%-53.4pp | 45.09%-36.7pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,184 | $3,734-41.5% | $5,047-56.7% | $3,740-41.6% |
| Admin fee / account holder | $1,496 | $6,321-76.3% | $8,928-83.2% | $5,306-71.8% |