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 | $201,370+56.2% | $184,256+70.7% | $145,897+115.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.01% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $36,174 | $7,024+415.0% | $6,427+462.8% | $4,663+675.8% |
| Participant deferral / active EE | $86 | $9,808-99.1% | $9,133-99.1% | $6,689-98.7% |
| Admin fee / account holder | $40,130 | $16,364+145.2% | $13,899+188.7% | $13,390+199.7% |