Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,125 | $87,733-18.9% | $106,555-33.3% | $85,847-17.1% |
| Participation rate | 91.0% | 71.9%+19.1pp | 76.1%+14.9pp | 69.3%+21.7pp |
| Annual return | 9.86% | 21.86%-12.0pp | 26.80%-16.9pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,433 | $3,469+27.8% | $4,399+0.8% | $3,952+12.2% |
| Admin fee / account holder | $9,725 | $6,767+43.7% | $7,408+31.3% | $6,261+55.3% |