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 | $85,814 | $178,174-51.8% | $156,181-45.1% | $137,256-37.5% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.8%+7.5pp | 80.0%+6.4pp |
| Annual return | 6.79% | 84.19%-77.4pp | 64.87%-58.1pp | 220.34%-213.5pp |
| Employer contribution / active EE | $682 | $4,972-86.3% | $4,294-84.1% | $4,156-83.6% |
| Participant deferral / active EE | $8,064 | $6,888+17.1% | $6,132+31.5% | $6,407+25.9% |
| Admin fee / account holder | $9,008 | $17,404-48.2% | $14,586-38.2% | $12,270-26.6% |