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 | $225,933 | $181,896+24.2% | $156,551+44.3% | $273,972-17.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -10.20% | 30.74%-40.9pp | 32.23%-42.4pp | 41.46%-51.7pp |
| Employer contribution / active EE | $1,170 | $6,248-81.3% | $5,501-78.7% | $4,869-76.0% |
| Participant deferral / active EE | $5,000 | $5,550-9.9% | $4,871+2.6% | $5,287-5.4% |
| Admin fee / account holder | $13,167 | $15,560-15.4% | $13,028+1.1% | $10,133+29.9% |