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 | $105,926 | $138,385-23.5% | $184,200-42.5% | $80,874+31.0% |
| Participation rate | 75.7% | 83.9%-8.2pp | 86.8%-11.2pp | 67.6%+8.0pp |
| Annual return | 10.78% | 20.02%-9.2pp | 28.80%-18.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,009 | $7,073-15.0% | $9,132-34.2% | $4,297+39.8% |
| Admin fee / account holder | $11,048 | $10,483+5.4% | $13,907-20.6% | $6,935+59.3% |