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 | $299,845 | $127,779+134.7% | $106,551+181.4% | $167,518+79.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.93% | 33.87%-19.9pp | 26.80%-12.9pp | 478.71%-464.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,266 | $5,088+62.5% | $4,398+87.9% | $6,342+30.3% |
| Admin fee / account holder | $57,250 | $11,228+409.9% | $7,408+672.9% | $12,312+365.0% |