Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $309,004 | $150,447+105.4% | $136,298+126.7% | $147,586+109.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.17% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $679 | $5,256-87.1% | $4,696-85.5% | $4,876-86.1% |
| Participant deferral / active EE | $6,782 | $6,631+2.3% | $6,247+8.6% | $5,439+24.7% |
| Admin fee / account holder | $12,116 | $10,906+11.1% | $9,244+31.1% | $10,886+11.3% |