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 | $310,266 | $138,114+124.6% | $125,391+147.4% | $134,545+130.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.86% | 750.88%-774.7pp | 572.41%-596.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $492 | $5,246-90.6% | $4,816-89.8% | $4,742-89.6% |
| Participant deferral / active EE | $4,600 | $7,801-41.0% | $7,448-38.2% | $6,401-28.1% |
| Admin fee / account holder | $12,243 | $11,570+5.8% | $10,009+22.3% | $11,431+7.1% |