Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $245,261 | $172,111+42.5% | $150,298+63.2% | $137,256+78.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.66% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $49 | $4,636-98.9% | $4,154-98.8% | $4,156-98.8% |
| Participant deferral / active EE | $23,598 | $6,166+282.7% | $5,453+332.8% | $6,407+268.3% |
| Admin fee / account holder | $2,119 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |