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 | $368,682 | $154,228+139.1% | $145,433+153.5% | $137,256+168.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.57% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $554 | $4,804-88.5% | $4,554-87.8% | $4,156-86.7% |
| Participant deferral / active EE | $10,776 | $8,216+31.2% | $7,897+36.5% | $6,407+68.2% |
| Admin fee / account holder | $3,739 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |