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 | $931,686 | $159,978+482.4% | $147,041+533.6% | $145,978+538.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $320 | $5,288-93.9% | $4,935-93.5% | $4,662-93.1% |
| Participant deferral / active EE | $6,193 | $8,429-26.5% | $8,071-23.3% | $6,690-7.4% |
| Admin fee / account holder | $44,321 | $15,053+194.4% | $13,006+240.8% | $13,400+230.7% |