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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,163 | $162,136+106.1% | $152,301+119.4% | $154,746+115.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.85% | 91.02%-84.2pp | 80.50%-73.6pp | 172.34%-165.5pp |
| Employer contribution / active EE | $1,515 | $4,890-69.0% | $4,624-67.2% | $4,379-65.4% |
| Participant deferral / active EE | $1,449 | $8,341-82.6% | $8,004-81.9% | $6,730-78.5% |
| Admin fee / account holder | $12,545 | $15,759-20.4% | $14,398-12.9% | $14,365-12.7% |