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 | $440,462 | $254,759+72.9% | $216,567+103.4% | $198,609+121.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.78% | 10.04%-2.3pp | 12.94%-5.2pp | 202.70%-194.9pp |
| Employer contribution / active EE | $15,451 | $6,096+153.4% | $5,216+196.2% | $5,055+205.6% |
| Participant deferral / active EE | $2,371 | $6,948-65.9% | $6,191-61.7% | $6,977-66.0% |
| Admin fee / account holder | $2,750 | $26,311-89.5% | $21,981-87.5% | $19,030-85.6% |