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 | $301,452 | $160,040+88.4% | $147,096+104.9% | $145,877+106.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 6.99% | 98.49%-91.5pp | 419.75%-412.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $56 | $5,289-98.9% | $4,936-98.9% | $4,663-98.8% |
| Participant deferral / active EE | $7,706 | $8,429-8.6% | $8,071-4.5% | $6,691+15.2% |
| Admin fee / account holder | $689 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |