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 | $455,122 | $176,105+158.4% | $159,474+185.4% | $167,536+171.7% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.88% | 331.91%-312.0pp | 263.68%-243.8pp | 478.82%-458.9pp |
| Employer contribution / active EE | $606 | $5,299-88.6% | $4,831-87.5% | $4,839-87.5% |
| Participant deferral / active EE | $5,750 | $7,751-25.8% | $7,353-21.8% | $6,342-9.3% |
| Admin fee / account holder | $9,309 | $12,559-25.9% | $10,802-13.8% | $12,315-24.4% |