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 | $424,095 | $157,296+169.6% | $141,191+200.4% | $152,897+177.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 22.12% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $400 | $5,262-92.4% | $4,736-91.6% | $4,764-91.6% |
| Participant deferral / active EE | $13,259 | $7,111+86.5% | $6,710+97.6% | $5,851+126.6% |
| Admin fee / account holder | $7,411 | $12,125-38.9% | $10,264-27.8% | $11,599-36.1% |