Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $271,799 | $157,276+72.8% | $141,177+92.5% | $152,885+77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.16% | 64.33%-54.2pp | 71.40%-61.2pp | 345.39%-335.2pp |
| Employer contribution / active EE | $781 | $5,262-85.1% | $4,736-83.5% | $4,763-83.6% |
| Participant deferral / active EE | $5,951 | $7,110-16.3% | $6,710-11.3% | $5,851+1.7% |
| Admin fee / account holder | $758 | $12,123-93.8% | $10,263-92.6% | $11,598-93.5% |