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 | $766,802 | $154,228+397.2% | $145,433+427.3% | $137,256+458.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.77% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $649 | $4,804-86.5% | $4,554-85.8% | $4,156-84.4% |
| Participant deferral / active EE | $8,617 | $8,216+4.9% | $7,897+9.1% | $6,407+34.5% |
| Admin fee / account holder | $26,337 | $14,344+83.6% | $13,129+100.6% | $12,270+114.6% |