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 | $349,473 | $78,520+345.1% | $96,576+261.9% | $82,448+323.9% |
| Participation rate | 75.7% | 77.7%-2.1pp | 81.4%-5.8pp | 68.1%+7.6pp |
| Annual return | 14.56% | 41.30%-26.7pp | 38.47%-23.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,260 | $6,754+155.5% | $7,956+116.9% | $4,139+317.0% |
| Admin fee / account holder | $59,064 | $13,455+339.0% | $11,381+419.0% | $7,234+716.4% |