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 | $212,386+95.7% | $199,883+108.0% | $138,895+199.3% |
| Participation rate | 93.8% | 87.4%+6.4pp | 86.8%+7.0pp | 79.9%+13.8pp |
| Annual return | 17.85% | 47.75%-29.9pp | 43.81%-26.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $27,563 | $9,617+186.6% | $9,138+201.6% | $6,396+330.9% |
| Admin fee / account holder | $24,381 | $18,233+33.7% | $17,268+41.2% | $12,562+94.1% |