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 | $292,912 | $138,075+112.1% | $123,552+137.1% | $135,379+116.4% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -5.57% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $624 | $5,152-87.9% | $4,628-86.5% | $4,779-87.0% |
| Participant deferral / active EE | $7,228 | $6,800+6.3% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $2,952 | $10,917-73.0% | $9,285-68.2% | $10,828-72.7% |