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 | $1,014,732 | $275,752+268.0% | $256,809+295.1% | $198,609+410.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.13% | 34.81%-31.7pp | 32.73%-29.6pp | 202.70%-199.6pp |
| Employer contribution / active EE | $12,894 | $7,721+67.0% | $7,263+77.5% | $5,055+155.1% |
| Participant deferral / active EE | $4,153 | $10,037-58.6% | $9,520-56.4% | $6,977-40.5% |
| Admin fee / account holder | $562 | $25,716-97.8% | $25,146-97.8% | $19,030-97.0% |