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 | $40,212 | $183,592-78.1% | $155,574-74.2% | $145,877-72.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.68% | 61.37%-54.7pp | 64.87%-58.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $743 | $5,317-86.0% | $4,676-84.1% | $4,663-84.1% |
| Participant deferral / active EE | $2,208 | $6,466-65.9% | $5,629-60.8% | $6,691-67.0% |
| Admin fee / account holder | $6,064 | $19,316-68.6% | $15,914-61.9% | $13,402-54.8% |