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 | $357,094 | $209,428+70.5% | $178,498+100.1% | $158,950+124.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.80% | 188.78%-191.6pp | 151.09%-153.9pp | 302.91%-305.7pp |
| Employer contribution / active EE | $913 | $5,707-84.0% | $5,011-81.8% | $4,762-80.8% |
| Participant deferral / active EE | $8,831 | $5,955+48.3% | $5,202+69.8% | $5,983+47.6% |
| Admin fee / account holder | $46,429 | $17,077+171.9% | $13,985+232.0% | $11,248+312.8% |