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 | $122,854 | $138,393-11.2% | $184,256-33.3% | $80,959+51.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 8.86% | 20.01%-11.2pp | 28.85%-20.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,154 | $4,847-76.2% | $6,427-82.0% | $2,757-58.2% |
| Participant deferral / active EE | $4,195 | $7,076-40.7% | $9,133-54.1% | $4,300-2.5% |
| Admin fee / account holder | $7,934 | $10,489-24.4% | $13,899-42.9% | $6,925+14.6% |