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 | $350,610 | $209,336+67.5% | $197,124+77.9% | $137,256+155.4% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 16.22% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,245 | $9,614+17.0% | $9,135+23.1% | $6,407+75.5% |
| Admin fee / account holder | $198,142 | $17,308+1044.8% | $16,298+1115.7% | $12,270+1514.8% |