Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $677,784 | $156,963+331.8% | $121,204+459.2% | $139,466+386.0% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.5%+8.2pp | 80.3%-2.6pp |
| Annual return | 22.74% | 1476.75%-1454.0pp | 987.18%-964.4pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,773 | $4,848-42.8% | $4,083-32.1% | $6,712-58.7% |
| Admin fee / account holder | $75,620 | $6,953+987.5% | $5,651+1238.1% | $11,409+562.8% |