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 | $377,650 | $153,769+145.6% | $133,975+181.9% | $273,972+37.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | -2.52% | 36.51%-39.0pp | 29.29%-31.8pp | 41.46%-44.0pp |
| Employer contribution / active EE | $1,078 | $6,029-82.1% | $5,211-79.3% | $4,869-77.9% |
| Participant deferral / active EE | $4,312 | $6,958-38.0% | $6,282-31.4% | $5,287-18.4% |
| Admin fee / account holder | $19,043 | $11,765+61.9% | $9,324+104.2% | $10,133+87.9% |