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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,571 | $209,336+113.3% | $197,124+126.5% | $137,256+225.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.56% | 48.09%-46.5pp | 44.34%-42.8pp | 220.34%-218.8pp |
| Employer contribution / active EE | $884 | $6,591-86.6% | $6,227-85.8% | $4,156-78.7% |
| Participant deferral / active EE | $8,300 | $9,614-13.7% | $9,135-9.1% | $6,407+29.6% |
| Admin fee / account holder | $43,833 | $17,308+153.3% | $16,298+168.9% | $12,270+257.2% |