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 | $316,346 | $148,582+112.9% | $135,942+132.7% | $139,456+126.8% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 12.01% | 79.26%-67.2pp | 68.28%-56.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $824 | $5,245-84.3% | $4,858-83.0% | $4,753-82.7% |
| Participant deferral / active EE | $13,255 | $8,101+63.6% | $7,759+70.8% | $6,711+97.5% |
| Admin fee / account holder | $11,301 | $12,402-8.9% | $10,764+5.0% | $11,407-0.9% |