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 | $138,312-9.4% | $122,979+1.8% | $155,188-19.3% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.9pp | 80.8%-7.5pp |
| Annual return | 5.16% | 22.06%-16.9pp | 20.12%-15.0pp | 148.84%-143.7pp |
| Employer contribution / active EE | $651 | $3,530-81.6% | $3,062-78.7% | $4,248-84.7% |
| Participant deferral / active EE | $4,324 | $5,592-22.7% | $5,003-13.6% | $6,531-33.8% |
| Admin fee / account holder | $49,554 | $15,089+228.4% | $12,864+285.2% | $14,480+242.2% |