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 | $412,435 | $183,627+124.6% | $155,602+165.1% | $145,978+182.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.06% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $661 | $5,316-87.6% | $4,675-85.9% | $4,662-85.8% |
| Participant deferral / active EE | $22,536 | $6,466+248.6% | $5,629+300.4% | $6,690+236.9% |
| Admin fee / account holder | $19,814 | $19,327+2.5% | $15,923+24.4% | $13,400+47.9% |