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 | $518,948 | $176,786+193.5% | $146,643+253.9% | $167,536+209.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.20% | 24.04%+6.2pp | 22.75%+7.5pp | 478.82%-448.6pp |
| Employer contribution / active EE | $226 | $5,161-95.6% | $4,137-94.5% | $4,839-95.3% |
| Participant deferral / active EE | $15,560 | $6,440+141.6% | $5,506+182.6% | $6,342+145.3% |
| Admin fee / account holder | $104,135 | $13,262+685.2% | $10,280+913.0% | $12,315+745.6% |