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 | $472,909 | $156,398+202.4% | $147,318+221.0% | $138,895+240.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.78% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $588 | $4,853-87.9% | $4,593-87.2% | $4,194-86.0% |
| Participant deferral / active EE | $6,089 | $8,237-26.1% | $7,906-23.0% | $6,396-4.8% |
| Admin fee / account holder | $2,923 | $14,976-80.5% | $13,708-78.7% | $12,562-76.7% |