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 | $266,787 | $160,040+66.7% | $147,096+81.4% | $145,877+82.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.08% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $793 | $5,289-85.0% | $4,936-83.9% | $4,663-83.0% |
| Participant deferral / active EE | $9,146 | $8,429+8.5% | $8,071+13.3% | $6,691+36.7% |
| Admin fee / account holder | $7,450 | $15,050-50.5% | $13,005-42.7% | $13,402-44.4% |