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 | $893,302 | $656,253+36.1% | $632,405+41.3% | $484,799+84.3% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 13.60% | 2.20%+11.4pp | 2.81%+10.8pp | 5.95%+7.7pp |
| Employer contribution / active EE | $2,975 | $32,826-90.9% | $32,215-90.8% | $27,493-89.2% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $14,083 | $16,461-14.4% | $30,649-54.1% | $18,209-22.7% |