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 | $253,673 | $148,623+70.7% | $135,974+86.6% | $139,466+81.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.46% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $960 | $5,246-81.7% | $4,859-80.2% | $4,754-79.8% |
| Participant deferral / active EE | $6,199 | $8,103-23.5% | $7,760-20.1% | $6,712-7.6% |
| Admin fee / account holder | $26,456 | $12,406+113.3% | $10,767+145.7% | $11,409+131.9% |