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 | $410,745 | $72,471+466.8% | $94,215+336.0% | $86,983+372.2% |
| Participation rate | 71.4% | 63.9%+7.6pp | 70.0%+1.5pp | 69.5%+1.9pp |
| Annual return | 14.33% | 26.44%-12.1pp | 28.22%-13.9pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,403 | $3,397+294.6% | $4,276+213.4% | $4,194+219.6% |
| Admin fee / account holder | $1,846 | $6,468-71.5% | $10,216-81.9% | $7,856-76.5% |