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 | $311,119 | $106,749+191.4% | $145,433+113.9% | $82,448+277.4% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 10.91% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,039 | $6,519+38.7% | $7,897+14.5% | $4,139+118.4% |
| Admin fee / account holder | $15,962 | $8,390+90.2% | $13,129+21.6% | $7,234+120.6% |