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 | $249,757 | $165,399+51.0% | $149,745+66.8% | $158,982+57.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.81% | 348.34%-343.5pp | 276.72%-271.9pp | 302.99%-298.2pp |
| Employer contribution / active EE | $146 | $5,105-97.1% | $4,646-96.9% | $4,763-96.9% |
| Participant deferral / active EE | $20,400 | $7,183+184.0% | $6,843+198.1% | $5,983+240.9% |
| Admin fee / account holder | $554 | $10,811-94.9% | $9,312-94.0% | $11,252-95.1% |