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 | $301,452 | $160,040+88.4% | $147,096+104.9% | $145,877+106.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.00% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $220 | $5,289-95.8% | $4,936-95.5% | $4,663-95.3% |
| Participant deferral / active EE | $13,096 | $8,429+55.4% | $8,071+62.3% | $6,691+95.7% |
| Admin fee / account holder | $5,939 | $15,050-60.5% | $13,005-54.3% | $13,402-55.7% |