Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $183,516+124.7% | $155,534+165.2% | $145,884+182.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.06% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $661 | $5,315-87.6% | $4,675-85.9% | $4,662-85.8% |
| Participant deferral / active EE | $22,536 | $6,467+248.5% | $5,630+300.3% | $6,690+236.9% |
| Admin fee / account holder | $19,814 | $19,293+2.7% | $15,900+24.6% | $13,392+48.0% |