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 | $298,849 | $115,931+157.8% | $185,441+61.2% | $86,983+243.6% |
| Participation rate | 82.5% | 73.6%+8.9pp | 80.3%+2.2pp | 69.5%+13.0pp |
| Annual return | 14.05% | 21.47%-7.4pp | 20.16%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,607 | $4,551+67.2% | $6,152+23.7% | $4,194+81.4% |
| Admin fee / account holder | $20,071 | $10,687+87.8% | $17,890+12.2% | $7,856+155.5% |