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 | $392,104 | $227,633+72.3% | $189,597+106.8% | $167,553+134.0% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.4%+2.5pp | 82.1%-1.2pp |
| Annual return | 16.81% | 78.45%-61.6pp | 64.20%-47.4pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,831 | $7,003+83.2% | $6,174+107.8% | $6,343+102.3% |
| Admin fee / account holder | $3,922 | $11,879-67.0% | $9,807-60.0% | $12,316-68.2% |