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 | $257,544 | $162,136+58.8% | $152,301+69.1% | $154,746+66.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.18% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $102 | $4,890-97.9% | $4,624-97.8% | $4,379-97.7% |
| Participant deferral / active EE | $15,008 | $8,341+79.9% | $8,004+87.5% | $6,730+123.0% |
| Admin fee / account holder | $41,436 | $15,759+162.9% | $14,398+187.8% | $14,365+188.4% |