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 | $452,481 | $183,627+146.4% | $155,602+190.8% | $145,978+210.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.18% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $167 | $5,316-96.9% | $4,675-96.4% | $4,662-96.4% |
| Participant deferral / active EE | $19,425 | $6,466+200.4% | $5,629+245.1% | $6,690+190.4% |
| Admin fee / account holder | $913 | $19,327-95.3% | $15,923-94.3% | $13,400-93.2% |