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.)
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 | $253,979 | $167,522+51.6% | $151,639+67.5% | $134,532+88.8% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -22.73% | 7.81%-30.5pp | 3.34%-26.1pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,421 | $6,828-79.2% | $6,165-77.0% | $4,741-70.0% |
| Participant deferral / active EE | $15,150 | $8,986+68.6% | $8,363+81.1% | $6,401+136.7% |
| Admin fee / account holder | $1,243 | $13,780-91.0% | $11,613-89.3% | $11,429-89.1% |