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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,345 | $162,136+195.6% | $152,301+214.7% | $154,746+209.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 9.02% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,826 | $8,341+41.8% | $8,004+47.8% | $6,730+75.7% |
| Admin fee / account holder | $5,986 | $15,759-62.0% | $14,398-58.4% | $14,365-58.3% |