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 | $669,579 | $96,562+593.4% | $80,976+726.9% | $273,968+144.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.27% | 15.14%-8.9pp | 17.10%-10.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $28,971 | $4,868+495.1% | $3,714+680.0% | $4,869+495.1% |
| Participant deferral / active EE | $0 | $6,597-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,871 | $7,493+85.1% | $5,516+151.5% | $10,132+36.9% |