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 | $582,506 | $154,228+277.7% | $145,433+300.5% | $137,256+324.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $197 | $4,804-95.9% | $4,554-95.7% | $4,156-95.3% |
| Participant deferral / active EE | $10,964 | $8,216+33.4% | $7,897+38.8% | $6,407+71.1% |
| Admin fee / account holder | $42,180 | $14,344+194.1% | $13,129+221.3% | $12,270+243.8% |