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 | $382,184 | $152,591+150.5% | $117,529+225.2% | $134,545+184.1% |
| Participation rate | 81.3% | 77.1%+4.1pp | 70.6%+10.6pp | 81.2%0pp |
| Annual return | -17.85% | 53.04%-70.9pp | 29.77%-47.6pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,512 | $4,821+159.5% | $4,072+207.2% | $6,401+95.5% |
| Admin fee / account holder | $4,457 | $7,004-36.4% | $5,645-21.1% | $11,431-61.0% |