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 | $195,240 | $106,749+82.9% | $145,433+34.2% | $82,448+136.8% |
| Participation rate | 72.1% | 75.6%-3.5pp | 82.1%-10.0pp | 68.1%+4.1pp |
| Annual return | 13.74% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,201 | $6,519+25.8% | $7,897+3.9% | $4,139+98.1% |
| Admin fee / account holder | $4,594 | $8,390-45.2% | $13,129-65.0% | $7,234-36.5% |