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 | $275,752+0.9% | $256,809+8.4% | $198,609+40.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.53% | 34.81%-22.3pp | 32.73%-20.2pp | 202.70%-190.2pp |
| Employer contribution / active EE | $500 | $7,721-93.5% | $7,263-93.1% | $5,055-90.1% |
| Participant deferral / active EE | $10,383 | $10,037+3.4% | $9,520+9.1% | $6,977+48.8% |
| Admin fee / account holder | $27,505 | $25,716+7.0% | $25,146+9.4% | $19,030+44.5% |