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 | $670,175 | $167,353+300.5% | $143,797+366.1% | $134,545+398.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.56% | 0.48%-23.0pp | -0.04%-22.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $42,775 | $5,620+661.1% | $4,952+763.7% | $4,742+802.1% |
| Participant deferral / active EE | $1,500 | $6,447-76.7% | $5,638-73.4% | $6,401-76.6% |
| Admin fee / account holder | $135,238 | $18,096+647.3% | $14,679+821.3% | $11,431+1083.1% |