Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $460,902 | $85,171+441.1% | $172,753+166.8% | $72,976+531.6% |
| Participation rate | 75.5% | 70.1%+5.4pp | 82.6%-7.2pp | 69.5%+6.0pp |
| Annual return | 2.87% | 27.32%-24.5pp | 803.00%-800.1pp | 81.02%-78.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,655 | $3,260-49.2% | $5,198-68.2% | $3,608-54.1% |
| Admin fee / account holder | $3,033 | $5,880-48.4% | $13,956-78.3% | $5,124-40.8% |