Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $125,250 | $126,661-1.1% | $113,397+10.5% | $138,895-9.8% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 5.16% | 25.05%-19.9pp | 23.20%-18.0pp | 145.39%-140.2pp |
| Employer contribution / active EE | $651 | $3,456-81.2% | $2,977-78.1% | $4,194-84.5% |
| Participant deferral / active EE | $4,324 | $5,693-24.0% | $5,076-14.8% | $6,396-32.4% |
| Admin fee / account holder | $49,554 | $14,549+240.6% | $11,957+314.4% | $12,562+294.5% |