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 | $93,425 | $106,864-12.6% | $147,318-36.6% | $82,637+13.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.83% | 27.49%-13.7pp | 70.43%-56.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $284 | $3,417-91.7% | $4,593-93.8% | $2,552-88.9% |
| Participant deferral / active EE | $7,725 | $6,496+18.9% | $7,906-2.3% | $4,126+87.2% |
| Admin fee / account holder | $11,467 | $8,415+36.3% | $13,708-16.3% | $7,339+56.3% |