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 | $277,426 | $138,393+100.5% | $184,256+50.6% | $80,959+242.7% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.7%+30.7pp |
| Annual return | 19.99% | 20.01%0pp | 28.85%-8.9pp | 35.67%-15.7pp |
| Employer contribution / active EE | $18,839 | $4,847+288.7% | $6,427+193.1% | $2,757+583.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,898 | $10,489-15.2% | $13,899-36.0% | $6,925+28.5% |