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 | $314,453 | $201,344+56.2% | $184,243+70.7% | $145,877+115.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.01% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $36,174 | $7,022+415.1% | $6,427+462.9% | $4,663+675.8% |
| Participant deferral / active EE | $86 | $9,807-99.1% | $9,132-99.1% | $6,691-98.7% |
| Admin fee / account holder | $40,130 | $16,382+145.0% | $13,914+188.4% | $13,402+199.4% |