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 | $165,803 | $209,336-20.8% | $197,124-15.9% | $137,256+20.8% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 8.14% | 48.09%-39.9pp | 44.34%-36.2pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,097 | $6,591-83.4% | $6,227-82.4% | $4,156-73.6% |
| Participant deferral / active EE | $14,613 | $9,614+52.0% | $9,135+60.0% | $6,407+128.1% |
| Admin fee / account holder | $113,203 | $17,308+554.1% | $16,298+594.6% | $12,270+822.6% |