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 | $369,576 | $154,228+139.6% | $145,433+154.1% | $137,256+169.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.24% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $436 | $4,804-90.9% | $4,554-90.4% | $4,156-89.5% |
| Participant deferral / active EE | $11,926 | $8,216+45.1% | $7,897+51.0% | $6,407+86.1% |
| Admin fee / account holder | $9,790 | $14,344-31.7% | $13,129-25.4% | $12,270-20.2% |