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 | $340,714 | $93,617+263.9% | $135,982+150.6% | $75,177+353.2% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.4pp | 67.2%+11.4pp |
| Annual return | 19.33% | 30.89%-11.6pp | 68.32%-49.0pp | 160.75%-141.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,581 | $6,406+127.6% | $7,760+87.9% | $4,126+253.4% |
| Admin fee / account holder | $7,718 | $6,980+10.6% | $10,767-28.3% | $5,651+36.6% |