Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $422,280 | $99,053+326.3% | $88,179+378.9% | $138,895+204.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.42% | 78.17%-60.8pp | 64.97%-47.6pp | 145.39%-128.0pp |
| Employer contribution / active EE | $100 | $2,882-96.5% | $2,549-96.1% | $4,194-97.6% |
| Participant deferral / active EE | $19,370 | $5,225+270.7% | $4,614+319.8% | $6,396+202.8% |
| Admin fee / account holder | $1,724 | $8,748-80.3% | $7,673-77.5% | $12,562-86.3% |