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 | $211,228 | $106,524+98.3% | $152,301+38.7% | $87,485+141.4% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 13.66% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $217 | $3,371-93.6% | $4,624-95.3% | $2,596-91.6% |
| Participant deferral / active EE | $9,420 | $6,525+44.4% | $8,004+17.7% | $4,274+120.4% |
| Admin fee / account holder | $43,821 | $8,287+428.8% | $14,398+204.4% | $7,775+463.6% |