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 | $386,036 | $106,524+262.4% | $152,301+153.5% | $87,485+341.3% |
| Participation rate | 88.7% | 75.8%+13.0pp | 82.4%+6.3pp | 68.9%+19.8pp |
| Annual return | 14.16% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,008 | $6,525+160.7% | $8,004+112.5% | $4,274+298.0% |
| Admin fee / account holder | $37,254 | $8,287+349.6% | $14,398+158.7% | $7,775+379.2% |