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 | $731,025 | $183,516+298.3% | $155,534+370.0% | $145,884+401.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.40% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,012 | $5,315-81.0% | $4,675-78.4% | $4,662-78.3% |
| Participant deferral / active EE | $4,811 | $6,467-25.6% | $5,630-14.6% | $6,690-28.1% |
| Admin fee / account holder | $22,459 | $19,293+16.4% | $15,900+41.3% | $13,392+67.7% |