Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $304,998 | $106,524+186.3% | $152,301+100.3% | $87,485+248.6% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.4%+9.2pp | 68.9%+22.7pp |
| Annual return | 13.44% | 26.89%-13.4pp | 80.50%-67.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,307 | $6,525+73.3% | $8,004+41.3% | $4,274+164.6% |
| Admin fee / account holder | $22,295 | $8,287+169.0% | $14,398+54.9% | $7,775+186.8% |