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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $939,820 | $538,095+74.7% | $477,111+97.0% | $382,429+145.8% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 35.04% | 104.06%-69.0pp | 101.90%-66.9pp | 248.85%-213.8pp |
| Employer contribution / active EE | $11,509 | $9,361+22.9% | $8,708+32.2% | $8,036+43.2% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $54,997 | $48,739+12.8% | $42,132+30.5% | $30,732+79.0% |