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 | $278,351 | $209,336+33.0% | $197,124+41.2% | $137,256+102.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.53% | 48.09%-35.6pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $500 | $6,591-92.4% | $6,227-92.0% | $4,156-88.0% |
| Participant deferral / active EE | $10,383 | $9,614+8.0% | $9,135+13.7% | $6,407+62.1% |
| Admin fee / account holder | $27,505 | $17,308+58.9% | $16,298+68.8% | $12,270+124.2% |