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 | $4,089,018 | $201,264+1931.7% | $184,185+2120.1% | $145,978+2701.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -10.94% | 29.00%-39.9pp | 28.81%-39.8pp | 550.52%-561.5pp |
| Employer contribution / active EE | $45,145 | $7,021+543.0% | $6,426+602.6% | $4,662+868.4% |
| Participant deferral / active EE | $1,944 | $9,806-80.2% | $9,132-78.7% | $6,690-70.9% |
| Admin fee / account holder | $328,913 | $16,376+1908.5% | $13,909+2264.7% | $13,400+2354.5% |