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 | $337,170 | $91,086+270.2% | $203,872+65.4% | $86,983+287.6% |
| Participation rate | 73.1% | 65.8%+7.2pp | 77.8%-4.7pp | 69.5%+3.5pp |
| Annual return | 14.69% | 22.30%-7.6pp | 85.11%-70.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,815 | $4,019+144.2% | $6,388+53.7% | $4,194+134.0% |
| Admin fee / account holder | $3,780 | $8,987-57.9% | $11,730-67.8% | $7,856-51.9% |