Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $251,051 | $138,366+81.4% | $184,185+36.3% | $80,911+210.3% |
| Participation rate | 79.7% | 83.9%-4.2pp | 86.8%-7.2pp | 67.6%+12.0pp |
| Annual return | 14.40% | 20.02%-5.6pp | 28.81%-14.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,484 | $7,074+147.1% | $9,132+91.5% | $4,297+306.9% |
| Admin fee / account holder | $7,440 | $10,484-29.0% | $13,909-46.5% | $6,935+7.3% |