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 | $274,605 | $155,555+76.5% | $146,866+87.0% | $155,188+76.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 14.89% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,749 | $8,044+21.2% | $7,759+25.6% | $6,531+49.3% |
| Admin fee / account holder | $5,396 | $14,755-63.4% | $13,620-60.4% | $14,480-62.7% |