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 | $317,157 | $254,759+24.5% | $216,567+46.4% | $198,609+59.7% |
| Participation rate | 88.2% | 84.5%+3.7pp | 81.6%+6.6pp | 82.4%+5.9pp |
| Annual return | 19.78% | 10.04%+9.7pp | 12.94%+6.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,903 | $6,096-68.8% | $5,216-63.5% | $5,055-62.4% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $23,715 | $26,311-9.9% | $21,981+7.9% | $19,030+24.6% |