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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,370 | $209,336+93.2% | $197,124+105.1% | $137,256+194.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.60% | 48.09%-36.5pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,997 | $6,591-69.7% | $6,227-67.9% | $4,156-51.9% |
| Participant deferral / active EE | $2,237 | $9,614-76.7% | $9,135-75.5% | $6,407-65.1% |
| Admin fee / account holder | $843 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |