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 | $522,125 | $167,362+212.0% | $143,799+263.1% | $134,532+288.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.30% | 0.47%-12.8pp | -0.04%-12.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $3,116 | $5,620-44.6% | $4,952-37.1% | $4,741-34.3% |
| Participant deferral / active EE | $130 | $6,447-98.0% | $5,638-97.7% | $6,401-98.0% |
| Admin fee / account holder | $3,072 | $18,094-83.0% | $14,677-79.1% | $11,429-73.1% |