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 | $278,603 | $212,386+31.2% | $199,883+39.4% | $138,895+100.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 1.06% | 47.75%-46.7pp | 43.81%-42.8pp | 145.39%-144.3pp |
| Employer contribution / active EE | $563 | $6,625-91.5% | $6,261-91.0% | $4,194-86.6% |
| Participant deferral / active EE | $16,198 | $9,617+68.4% | $9,138+77.2% | $6,396+153.2% |
| Admin fee / account holder | $2,038 | $18,233-88.8% | $17,268-88.2% | $12,562-83.8% |