Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,368 | $212,777-71.6% | $173,703-65.2% | $198,609-69.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 17.45% | 18.82%-1.4pp | 17.46%0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,663 | $5,697+87.2% | $4,854+119.7% | $6,977+52.8% |
| Admin fee / account holder | $7,277 | $19,536-62.8% | $15,562-53.2% | $19,030-61.8% |