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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,769 | $176,838+123.8% | $146,685+169.8% | $167,518+136.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.10% | 24.04%-10.9pp | 22.75%-9.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,525 | $6,441+47.9% | $5,507+73.0% | $6,342+50.2% |
| Admin fee / account holder | $1,927 | $13,262-85.5% | $10,281-81.3% | $12,312-84.3% |