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 | $470,348 | $101,778+362.1% | $164,975+185.1% | $80,925+481.2% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.7%+9.3pp |
| Annual return | 9.34% | 16.73%-7.4pp | 70.12%-60.8pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,235 | $4,477+106.3% | $6,033+53.1% | $4,299+114.8% |
| Admin fee / account holder | $17,329 | $8,221+110.8% | $12,688+36.6% | $6,940+149.7% |