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 | $268,811 | $167,415+60.6% | $140,514+91.3% | $198,609+35.3% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 5.00% | 13.85%-8.8pp | 14.36%-9.4pp | 202.70%-197.7pp |
| Employer contribution / active EE | $929 | $4,088-77.3% | $3,378-72.5% | $5,055-81.6% |
| Participant deferral / active EE | $8,371 | $5,579+50.0% | $4,919+70.2% | $6,977+20.0% |
| Admin fee / account holder | $9,320 | $16,730-44.3% | $13,697-32.0% | $19,030-51.0% |