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 | $227,476 | $148,629+53.0% | $135,982+67.3% | $139,487+63.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 9.12% | 79.33%-70.2pp | 68.32%-59.2pp | 373.84%-364.7pp |
| Employer contribution / active EE | $514 | $5,247-90.2% | $4,859-89.4% | $4,755-89.2% |
| Participant deferral / active EE | $2,600 | $8,102-67.9% | $7,760-66.5% | $6,713-61.3% |
| Admin fee / account holder | $5,669 | $12,406-54.3% | $10,767-47.4% | $11,407-50.3% |