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 | $444,551 | $154,228+188.2% | $145,433+205.7% | $137,256+223.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.34% | 74.59%-70.2pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $470 | $4,804-90.2% | $4,554-89.7% | $4,156-88.7% |
| Participant deferral / active EE | $11,247 | $8,216+36.9% | $7,897+42.4% | $6,407+75.5% |
| Admin fee / account holder | $235,149 | $14,344+1539.4% | $13,129+1691.1% | $12,270+1816.4% |