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 | $278,483 | $98,776+181.9% | $149,745+86.0% | $79,856+248.7% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+6.0pp |
| Annual return | 8.36% | 27.38%-19.0pp | 276.72%-268.4pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,502 | $5,681+67.2% | $6,843+38.9% | $3,741+154.0% |
| Admin fee / account holder | $15,466 | $6,053+155.5% | $9,312+66.1% | $5,306+191.5% |