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 | $258,202 | $114,712+125.1% | $173,730+48.6% | $87,485+195.1% |
| Participation rate | 92.7% | 73.0%+19.7pp | 79.6%+13.1pp | 68.9%+23.8pp |
| Annual return | 14.05% | 20.18%-6.1pp | 19.96%-5.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $560 | $2,904-80.7% | $4,577-87.8% | $2,596-78.4% |
| Participant deferral / active EE | $5,746 | $4,642+23.8% | $6,326-9.2% | $4,274+34.5% |
| Admin fee / account holder | $27,199 | $10,210+166.4% | $17,523+55.2% | $7,775+249.8% |