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 | $571,490 | $209,336+173.0% | $197,124+189.9% | $137,256+316.4% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 15.79% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,099 | $9,614+67.5% | $9,135+76.2% | $6,407+151.3% |
| Admin fee / account holder | $4,683 | $17,308-72.9% | $16,298-71.3% | $12,270-61.8% |