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 | $361,866 | $98,766+266.4% | $149,730+141.7% | $79,852+353.2% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.4pp |
| Annual return | 14.27% | 27.43%-13.2pp | 276.70%-262.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $539 | $3,217-83.3% | $4,645-88.4% | $2,471-78.2% |
| Participant deferral / active EE | $4,983 | $5,681-12.3% | $6,843-27.2% | $3,740+33.2% |
| Admin fee / account holder | $35,355 | $6,052+484.2% | $9,310+279.7% | $5,306+566.3% |