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 | $290,065 | $148,629+95.2% | $135,982+113.3% | $139,487+108.0% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.5pp | 80.3%-3.9pp |
| Annual return | 12.75% | 79.33%-66.6pp | 68.32%-55.6pp | 373.84%-361.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,765 | $8,102-4.2% | $7,760+0.1% | $6,713+15.7% |
| Admin fee / account holder | $9,158 | $12,406-26.2% | $10,767-14.9% | $11,407-19.7% |