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 | $201,264+39.6% | $184,185+52.5% | $145,978+92.4% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 20.63% | 29.00%-8.4pp | 28.81%-8.2pp | 550.52%-529.9pp |
| Employer contribution / active EE | $746 | $7,021-89.4% | $6,426-88.4% | $4,662-84.0% |
| Participant deferral / active EE | $9,532 | $9,806-2.8% | $9,132+4.4% | $6,690+42.5% |
| Admin fee / account holder | $8,444 | $16,376-48.4% | $13,909-39.3% | $13,400-37.0% |