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 | $280,737 | $78,707+256.7% | $117,861+138.2% | $70,126+300.3% |
| Participation rate | 84.4% | 73.2%+11.2pp | 79.7%+4.7pp | 69.5%+14.8pp |
| Annual return | 12.29% | 23.30%-11.0pp | 335.11%-322.8pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,239 | $3,297+119.5% | $4,482+61.5% | $3,332+117.3% |
| Admin fee / account holder | $74,032 | $5,066+1361.5% | $8,021+823.0% | $4,645+1493.6% |