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 | $158,973 | $88,672+79.3% | $105,223+51.1% | $82,448+92.8% |
| Participation rate | 90.2% | 67.9%+22.3pp | 75.0%+15.2pp | 68.1%+22.2pp |
| Annual return | 12.50% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,128 | $4,036-22.5% | $5,072-38.3% | $4,139-24.4% |
| Admin fee / account holder | $26,240 | $7,146+267.2% | $8,859+196.2% | $7,234+262.7% |