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 | $326,715 | $162,136+101.5% | $152,301+114.5% | $154,746+111.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.67% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $750 | $4,890-84.7% | $4,624-83.8% | $4,379-82.9% |
| Participant deferral / active EE | $9,346 | $8,341+12.1% | $8,004+16.8% | $6,730+38.9% |
| Admin fee / account holder | $1,631 | $15,759-89.7% | $14,398-88.7% | $14,365-88.6% |