Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $425,042 | $73,863+475.4% | $143,797+195.6% | $68,490+520.6% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,570 | $3,385+153.2% | $5,638+52.0% | $4,028+112.8% |
| Admin fee / account holder | $3,163 | $5,756-45.0% | $14,679-78.5% | $5,403-41.5% |