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 | $435,366 | $154,193+182.4% | $130,045+234.8% | $139,466+212.2% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.5%+4.1pp | 80.3%+2.3pp |
| Annual return | 14.82% | 32.51%-17.7pp | -137.30%+152.1pp | 373.66%-358.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,206 | $6,709+52.1% | $5,820+75.4% | $6,712+52.1% |
| Admin fee / account holder | $17,668 | $13,989+26.3% | $10,600+66.7% | $11,409+54.9% |