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.)
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 | $2,797,386 | $217,427+1186.6% | $185,837+1405.3% | $167,518+1569.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.26% | 148.39%-140.1pp | 122.08%-113.8pp | 478.71%-470.5pp |
| Employer contribution / active EE | $148 | $5,874-97.5% | $5,168-97.1% | $4,838-96.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $147,489 | $19,816+644.3% | $16,241+808.1% | $12,312+1097.9% |