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 | $182,112 | $101,950+78.6% | $125,529+45.1% | $86,983+109.4% |
| Participation rate | 72.4% | 70.2%+2.3pp | 74.7%-2.3pp | 69.5%+2.9pp |
| Annual return | 8.37% | 18.29%-9.9pp | 202.56%-194.2pp | 25.83%-17.5pp |
| Employer contribution / active EE | -$8 | $2,358-100.3% | $3,058-100.3% | $2,584-100.3% |
| Participant deferral / active EE | $3,847 | $3,862-0.4% | $4,813-20.1% | $4,194-8.3% |
| Admin fee / account holder | $20,881 | $12,791+63.3% | $16,298+28.1% | $7,856+165.8% |