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 | $300,254 | $80,812+271.5% | $160,784+86.7% | $82,448+264.2% |
| Participation rate | 87.9% | 66.2%+21.6pp | 77.0%+10.9pp | 68.1%+19.8pp |
| Annual return | 14.27% | 100.59%-86.3pp | 1803.92%-1789.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,308 | $4,335+137.8% | $6,293+63.8% | $4,139+149.0% |
| Admin fee / account holder | $36,398 | $7,695+373.0% | $9,717+274.6% | $7,234+403.1% |