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 | $327,952 | $155,555+110.8% | $146,866+123.3% | $155,188+111.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.09% | 115.41%-101.3pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $731 | $4,647-84.3% | $4,425-83.5% | $4,248-82.8% |
| Participant deferral / active EE | $17,075 | $8,044+112.3% | $7,759+120.1% | $6,531+161.4% |
| Admin fee / account holder | $237,841 | $14,755+1511.9% | $13,620+1646.3% | $14,480+1542.6% |