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 | $283,017 | $154,228+83.5% | $145,433+94.6% | $137,256+106.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $428 | $4,804-91.1% | $4,554-90.6% | $4,156-89.7% |
| Participant deferral / active EE | $11,952 | $8,216+45.5% | $7,897+51.3% | $6,407+86.5% |
| Admin fee / account holder | $69,611 | $14,344+385.3% | $13,129+430.2% | $12,270+467.3% |