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 | $886,716 | $185,905+377.0% | $170,057+421.4% | $139,487+535.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 12.69% | 60.56%-47.9pp | 53.42%-40.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $822 | $7,597-89.2% | $6,790-87.9% | $4,755-82.7% |
| Participant deferral / active EE | $11,367 | $11,627-2.2% | $10,411+9.2% | $6,713+69.3% |
| Admin fee / account holder | $59,537 | $15,397+286.7% | $12,826+364.2% | $11,407+421.9% |