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 | $405,742 | $149,446+171.5% | $256,809+58.0% | $94,015+331.6% |
| Participation rate | 90.5% | 85.3%+5.2pp | 88.5%+1.9pp | 70.8%+19.7pp |
| Annual return | 10.58% | 17.55%-7.0pp | 32.73%-22.1pp | 17.84%-7.3pp |
| Employer contribution / active EE | $815 | $4,596-82.3% | $7,263-88.8% | $2,790-70.8% |
| Participant deferral / active EE | $17,646 | $6,491+171.9% | $9,520+85.4% | $4,249+315.2% |
| Admin fee / account holder | $7,053 | $24,035-70.7% | $25,146-72.0% | $8,951-21.2% |