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 | $381,365 | $99,875+281.8% | $146,866+159.7% | $86,983+338.4% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 14.16% | 28.10%-13.9pp | 102.85%-88.7pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,863 | $6,322+71.8% | $7,759+40.0% | $4,194+159.0% |
| Admin fee / account holder | $65,384 | $7,838+734.2% | $13,620+380.1% | $7,856+732.3% |