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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,791 | $138,114+148.9% | $125,391+174.2% | $134,545+155.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.46% | 750.88%-772.3pp | 572.41%-593.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $771 | $5,246-85.3% | $4,816-84.0% | $4,742-83.7% |
| Participant deferral / active EE | $13,139 | $7,801+68.4% | $7,448+76.4% | $6,401+105.3% |
| Admin fee / account holder | $10,720 | $11,570-7.3% | $10,009+7.1% | $11,431-6.2% |