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 | $272,340 | $157,296+73.1% | $141,191+92.9% | $152,897+78.1% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 23.47% | 64.34%-40.9pp | 71.41%-47.9pp | 345.43%-322.0pp |
| Employer contribution / active EE | $676 | $5,262-87.2% | $4,736-85.7% | $4,764-85.8% |
| Participant deferral / active EE | $10,066 | $7,111+41.6% | $6,710+50.0% | $5,851+72.0% |
| Admin fee / account holder | $9,829 | $12,125-18.9% | $10,264-4.2% | $11,599-15.3% |