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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,738 | $209,336+98.6% | $197,124+110.9% | $137,256+202.9% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 17.85% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $27,563 | $9,614+186.7% | $9,135+201.7% | $6,407+330.2% |
| Admin fee / account holder | $24,381 | $17,308+40.9% | $16,298+49.6% | $12,270+98.7% |