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 | $351,419 | $91,537+283.9% | $130,045+170.2% | $75,173+367.5% |
| Participation rate | 88.5% | 71.5%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 17.62% | -631.55%+649.2pp | -137.30%+154.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $683 | $2,845-76.0% | $4,321-84.2% | $2,671-74.4% |
| Participant deferral / active EE | $7,842 | $4,343+80.6% | $5,820+34.8% | $4,126+90.1% |
| Admin fee / account holder | $11,345 | $6,780+67.3% | $10,600+7.0% | $5,651+100.8% |