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 | $1,019,225 | $210,698+383.7% | $178,014+472.6% | $145,959+598.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.79% | 386.27%-374.5pp | 294.80%-283.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $883 | $4,567-80.7% | $3,950-77.7% | $4,661-81.1% |
| Participant deferral / active EE | $975 | $6,958-86.0% | $6,276-84.5% | $6,689-85.4% |
| Admin fee / account holder | $11,052 | $12,016-8.0% | $10,362+6.7% | $13,398-17.5% |