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.
Participant 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 | $401,060 | $223,823+79.2% | $211,142+89.9% | $154,746+159.2% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 17.01% | 50.39%-33.4pp | 46.84%-29.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $7,294 | $6,787+7.5% | $6,442+13.2% | $4,379+66.6% |
| Participant deferral / active EE | $2,744 | $9,750-71.9% | $9,284-70.4% | $6,730-59.2% |
| Admin fee / account holder | $30,035 | $19,707+52.4% | $19,076+57.4% | $14,365+109.1% |