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 | $469,961 | $178,174+163.8% | $156,181+200.9% | $137,256+242.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 12.90% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $188 | $4,972-96.2% | $4,294-95.6% | $4,156-95.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,063 | $17,404+26.8% | $14,586+51.3% | $12,270+79.8% |