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 | $613,411 | $156,398+292.2% | $147,318+316.4% | $138,895+341.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.00% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $796 | $4,853-83.6% | $4,593-82.7% | $4,194-81.0% |
| Participant deferral / active EE | $4,682 | $8,237-43.2% | $7,906-40.8% | $6,396-26.8% |
| Admin fee / account holder | $1,550 | $14,976-89.7% | $13,708-88.7% | $12,562-87.7% |