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 | $251,209 | $157,296+59.7% | $141,191+77.9% | $152,897+64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.76% | 64.34%-35.6pp | 71.41%-42.6pp | 345.43%-316.7pp |
| Employer contribution / active EE | $65 | $5,262-98.8% | $4,736-98.6% | $4,764-98.6% |
| Participant deferral / active EE | $15,353 | $7,111+115.9% | $6,710+128.8% | $5,851+162.4% |
| Admin fee / account holder | $56,462 | $12,125+365.7% | $10,264+450.1% | $11,599+386.8% |