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 | $94,025 | $102,385-8.2% | $147,080-36.1% | $80,935+16.2% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 9.76% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $776 | $3,717-79.1% | $4,933-84.3% | $2,757-71.8% |
| Participant deferral / active EE | $9,612 | $6,651+44.5% | $8,066+19.2% | $4,299+123.6% |
| Admin fee / account holder | $749 | $7,951-90.6% | $12,989-94.2% | $6,924-89.2% |