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 | $129,742 | $98,776+31.4% | $149,745-13.4% | $79,856+62.5% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.5%+0.4pp | 69.6%+13.2pp |
| Annual return | 9.84% | 27.38%-17.5pp | 276.72%-266.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $445 | $3,217-86.2% | $4,646-90.4% | $2,471-82.0% |
| Participant deferral / active EE | $7,221 | $5,681+27.1% | $6,843+5.5% | $3,741+93.0% |
| Admin fee / account holder | $591 | $6,053-90.2% | $9,312-93.7% | $5,306-88.9% |