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 | $280,338 | $106,749+162.6% | $145,433+92.8% | $82,448+240.0% |
| Participation rate | 79.4% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.3pp |
| Annual return | 21.12% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,778 | $6,519+50.0% | $7,897+23.8% | $4,139+136.2% |
| Admin fee / account holder | $19,439 | $8,390+131.7% | $13,129+48.1% | $7,234+168.7% |