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 | $298,490 | $138,076+116.2% | $123,553+141.6% | $135,380+120.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.20% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $776 | $5,152-84.9% | $4,628-83.2% | $4,779-83.8% |
| Participant deferral / active EE | $12,129 | $6,800+78.4% | $6,426+88.8% | $5,609+116.2% |
| Admin fee / account holder | $3,450 | $10,917-68.4% | $9,284-62.8% | $10,828-68.1% |