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 | $254,610 | $88,672+187.1% | $105,223+142.0% | $82,448+208.8% |
| Participation rate | 75.7% | 67.9%+7.8pp | 75.0%+0.7pp | 68.1%+7.6pp |
| Annual return | 11.59% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $764 | $3,048-74.9% | $3,689-79.3% | $2,551-70.0% |
| Participant deferral / active EE | $10,793 | $4,036+167.4% | $5,072+112.8% | $4,139+160.7% |
| Admin fee / account holder | $48,596 | $7,146+580.0% | $8,859+448.6% | $7,234+571.7% |