Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $441,593 | $183,516+140.6% | $155,534+183.9% | $145,884+202.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.19% | 61.43%-37.2pp | 64.92%-40.7pp | 551.85%-527.7pp |
| Employer contribution / active EE | $678 | $5,315-87.2% | $4,675-85.5% | $4,662-85.5% |
| Participant deferral / active EE | $2,811 | $6,467-56.5% | $5,630-50.1% | $6,690-58.0% |
| Admin fee / account holder | $3,264 | $19,293-83.1% | $15,900-79.5% | $13,392-75.6% |