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 | $365,986 | $101,063+262.1% | $81,473+349.2% | $147,586+148.0% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 16.56% | 32.41%-15.8pp | 38.78%-22.2pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,590 | $4,242+149.6% | $3,537+199.4% | $5,439+94.7% |
| Admin fee / account holder | $9,455 | $5,812+62.7% | $4,561+107.3% | $10,886-13.1% |