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 | $667,529 | $162,785+310.1% | $133,959+398.3% | $158,950+320.0% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 10.82% | 41.94%-31.1pp | 45.09%-34.3pp | 302.91%-292.1pp |
| Employer contribution / active EE | $1,416 | $4,975-71.5% | $3,919-63.9% | $4,762-70.3% |
| Participant deferral / active EE | $1,646 | $5,910-72.1% | $5,047-67.4% | $5,983-72.5% |
| Admin fee / account holder | $45,064 | $11,738+283.9% | $8,928+404.7% | $11,248+300.6% |