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 | $503,113 | $101,618+395.1% | $93,063+440.6% | $137,256+266.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.90% | 223.95%-207.0pp | 34.15%-17.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $253 | $2,707-90.7% | $2,476-89.8% | $4,156-93.9% |
| Participant deferral / active EE | $2,862 | $4,279-33.1% | $3,958-27.7% | $6,407-55.3% |
| Admin fee / account holder | $76,551 | $6,198+1135.0% | $6,033+1168.8% | $12,270+523.9% |