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 | $335,930 | $182,442+84.1% | $163,379+105.6% | $138,895+141.9% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.8%+16.0pp | 79.9%+12.9pp |
| Annual return | 14.93% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,397 | $6,817+67.2% | $6,282+81.4% | $6,396+78.2% |
| Admin fee / account holder | $15,064 | $10,396+44.9% | $9,818+53.4% | $12,562+19.9% |