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 | $365,519 | $160,040+128.4% | $147,096+148.5% | $145,877+150.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $122 | $5,289-97.7% | $4,936-97.5% | $4,663-97.4% |
| Participant deferral / active EE | $30,652 | $8,429+263.7% | $8,071+279.8% | $6,691+358.1% |
| Admin fee / account holder | $92,330 | $15,050+513.5% | $13,005+609.9% | $13,402+588.9% |