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 | $659,177 | $209,847+214.1% | $189,520+247.8% | $167,518+293.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 48.71% | 748.45%-699.7pp | 555.25%-506.5pp | 478.71%-430.0pp |
| Employer contribution / active EE | $983 | $6,913-85.8% | $6,161-84.0% | $4,838-79.7% |
| Participant deferral / active EE | $14,044 | $8,934+57.2% | $8,220+70.8% | $6,342+121.4% |
| Admin fee / account holder | $15,351 | $14,295+7.4% | $12,046+27.4% | $12,312+24.7% |