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 | $261,725 | $109,344+139.4% | $89,400+192.8% | $158,950+64.7% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 7.71% | 345.73%-338.0pp | 245.64%-237.9pp | 302.91%-295.2pp |
| Employer contribution / active EE | $127 | $3,170-96.0% | $2,586-95.1% | $4,762-97.3% |
| Participant deferral / active EE | $1,626 | $4,599-64.6% | $3,890-58.2% | $5,983-72.8% |
| Admin fee / account holder | $163,106 | $6,154+2550.4% | $4,882+3241.0% | $11,248+1350.0% |