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 | $330,893 | $81,446+306.3% | $103,374+220.1% | $80,874+309.1% |
| Participation rate | 97.7% | 66.9%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 52.57% | 25.57%+27.0pp | 24.89%+27.7pp | 35.62%+16.9pp |
| Employer contribution / active EE | $17,966 | $3,107+478.2% | $3,869+364.3% | $2,756+552.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,983 | $6,715+123.1% | $8,394+78.5% | $6,935+116.0% |