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 | $403,736 | $199,109+102.8% | $173,730+132.4% | $154,746+160.9% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.6%+7.4pp | 80.7%+6.3pp |
| Annual return | 16.22% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,334 | $7,113+59.3% | $6,326+79.2% | $6,730+68.4% |
| Admin fee / account holder | $50,768 | $20,916+142.7% | $17,523+189.7% | $14,365+253.4% |