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 | $250,079 | $150,447+66.2% | $136,298+83.5% | $147,586+69.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.39% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $643 | $5,256-87.8% | $4,696-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $16,000 | $6,631+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $12,755 | $10,906+16.9% | $9,244+38.0% | $10,886+17.2% |