Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $262,154 | $201,344+30.2% | $184,243+42.3% | $145,877+79.7% |
| Participation rate | 70.6% | 87.5%-16.9pp | 86.8%-16.2pp | 80.3%-9.7pp |
| Annual return | 12.18% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $531 | $7,022-92.4% | $6,427-91.7% | $4,663-88.6% |
| Participant deferral / active EE | $11,114 | $9,807+13.3% | $9,132+21.7% | $6,691+66.1% |
| Admin fee / account holder | $43,873 | $16,382+167.8% | $13,914+215.3% | $13,402+227.4% |