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 | $568,695 | $83,908+577.8% | $68,509+730.1% | $125,389+353.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.89% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $29,054 | $3,031+858.6% | $2,278+1175.5% | $4,866+497.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $49,354 | $8,982+449.5% | $5,275+835.7% | $9,541+417.3% |