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 | $167,427 | $90,745+84.5% | $130,270+28.5% | $75,177+122.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 5.68% | 34.45%-28.8pp | 38.89%-33.2pp | 160.75%-155.1pp |
| Employer contribution / active EE | $596 | $3,314-82.0% | $4,128-85.6% | $2,671-77.7% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,792 | $6,331-8.5% | $6,022-3.8% | $5,651+2.5% |