Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,296 | $116,190-37.8% | $93,614-22.8% | $152,885-52.7% |
| Participation rate | 78.9% | 78.0%+0.9pp | 75.8%+3.1pp | 82.5%-3.5pp |
| Annual return | 3.83% | 35.96%-32.1pp | 32.76%-28.9pp | 345.39%-341.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,186 | $4,604-52.5% | $4,069-46.3% | $5,851-62.6% |
| Admin fee / account holder | $12,723 | $10,749+18.4% | $7,889+61.3% | $11,598+9.7% |