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 | $340,061 | $175,231+94.1% | $149,696+127.2% | $139,466+143.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.88% | 166.77%-162.9pp | 134.46%-130.6pp | 373.66%-369.8pp |
| Employer contribution / active EE | $100 | $5,478-98.2% | $4,821-97.9% | $4,754-97.9% |
| Participant deferral / active EE | $6,100 | $6,521-6.5% | $5,682+7.4% | $6,712-9.1% |
| Admin fee / account holder | $19,457 | $16,155+20.4% | $13,212+47.3% | $11,409+70.5% |