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 | $271,896 | $157,304+72.8% | $141,197+92.6% | $152,909+77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.32% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $710 | $5,263-86.5% | $4,736-85.0% | $4,764-85.1% |
| Participant deferral / active EE | $7,463 | $7,111+4.9% | $6,710+11.2% | $5,851+27.5% |
| Admin fee / account holder | $17,669 | $12,126+45.7% | $10,265+72.1% | $11,601+52.3% |