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 | $932,531 | $154,228+504.6% | $145,433+541.2% | $137,256+579.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.52% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $21,018 | $4,804+337.5% | $4,554+361.5% | $4,156+405.7% |
| Participant deferral / active EE | $1,114 | $8,216-86.4% | $7,897-85.9% | $6,407-82.6% |
| Admin fee / account holder | $30,496 | $14,344+112.6% | $13,129+132.3% | $12,270+148.5% |