Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $855,675 | $210,698+306.1% | $178,014+380.7% | $145,959+486.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.98% | 386.27%-375.3pp | 294.80%-283.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,623 | $4,567-64.5% | $3,950-58.9% | $4,661-65.2% |
| Participant deferral / active EE | $360 | $6,958-94.8% | $6,276-94.3% | $6,689-94.6% |
| Admin fee / account holder | $3,127 | $12,016-74.0% | $10,362-69.8% | $13,398-76.7% |