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 | $289,727 | $171,867+68.6% | $149,721+93.5% | $147,586+96.3% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 17.75% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,570 | $7,270+4.1% | $6,568+15.3% | $5,439+39.2% |
| Admin fee / account holder | $12,284 | $13,799-11.0% | $11,282+8.9% | $10,886+12.8% |