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 | $352,098 | $210,908+66.9% | $153,643+129.2% | $145,884+141.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.00% | 13.46%-4.5pp | 15.71%-6.7pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,233 | $6,055-79.6% | $5,039-75.5% | $4,662-73.6% |
| Participant deferral / active EE | $6,608 | $7,976-17.2% | $6,754-2.2% | $6,690-1.2% |
| Admin fee / account holder | $9,250 | $19,477-52.5% | $12,739-27.4% | $13,392-30.9% |