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 | $268,460 | $110,303+143.4% | $95,759+180.3% | $139,487+92.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.54% | 27.19%-7.6pp | 28.42%-8.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,231 | $4,674-73.7% | $4,244-71.0% | $6,713-81.7% |
| Admin fee / account holder | $34,852 | $6,615+426.8% | $5,678+513.8% | $11,407+205.5% |