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 | $289,018 | $58,627+393.0% | $76,735+276.6% | $82,448+250.5% |
| Participation rate | 91.7% | 63.2%+28.4pp | 69.5%+22.2pp | 68.1%+23.6pp |
| Annual return | 15.22% | 39.10%-23.9pp | 29.77%-14.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,485 | $1,729+217.2% | $2,454+123.5% | $2,551+115.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,657 | $5,323+43.9% | $7,189+6.5% | $7,234+5.8% |