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 | $306,633 | $154,228+98.8% | $145,433+110.8% | $137,256+123.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.39% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $649 | $4,804-86.5% | $4,554-85.7% | $4,156-84.4% |
| Participant deferral / active EE | $3,247 | $8,216-60.5% | $7,897-58.9% | $6,407-49.3% |
| Admin fee / account holder | $23,287 | $14,344+62.4% | $13,129+77.4% | $12,270+89.8% |