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 | $280,934 | $201,259+39.6% | $184,200+52.5% | $145,959+92.5% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 20.63% | 28.98%-8.4pp | 28.80%-8.2pp | 561.95%-541.3pp |
| Employer contribution / active EE | $746 | $7,018-89.4% | $6,424-88.4% | $4,661-84.0% |
| Participant deferral / active EE | $9,532 | $9,806-2.8% | $9,132+4.4% | $6,689+42.5% |
| Admin fee / account holder | $8,444 | $16,372-48.4% | $13,907-39.3% | $13,398-37.0% |