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 | $251,349 | $72,269+247.8% | $101,271+148.2% | $79,852+214.8% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.8%+21.8pp | 69.6%+27.9pp |
| Annual return | 7.83% | 22.29%-14.5pp | 46.48%-38.6pp | 31.72%-23.9pp |
| Employer contribution / active EE | $435 | $2,692-83.8% | $3,660-88.1% | $2,471-82.4% |
| Participant deferral / active EE | $11,479 | $3,282+249.8% | $4,371+162.6% | $3,740+206.9% |
| Admin fee / account holder | $7,648 | $4,401+73.8% | $5,948+28.6% | $5,306+44.1% |