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 | $271,377 | $95,453+184.3% | $112,040+142.2% | $82,448+229.2% |
| Participation rate | 85.9% | 72.8%+13.2pp | 76.5%+9.4pp | 68.1%+17.8pp |
| Annual return | 14.32% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $9,704 | $2,318+318.7% | $2,954+228.5% | $2,551+280.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,351 | $9,013+3.7% | $12,098-22.7% | $7,234+29.3% |