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 | $721,379 | $165,361+336.2% | $149,715+381.8% | $158,950+353.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.70% | 348.24%-333.5pp | 276.66%-262.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $30,882 | $5,103+505.1% | $4,645+564.9% | $4,762+548.5% |
| Participant deferral / active EE | $2,094 | $7,182-70.8% | $6,842-69.4% | $5,983-65.0% |
| Admin fee / account holder | $3,582 | $10,808-66.9% | $9,310-61.5% | $11,248-68.2% |