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 | $317,554 | $129,737+144.8% | $119,126+166.6% | $154,746+105.2% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 12.15% | 379.08%-366.9pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,597 | $4,375-63.5% | $4,034-60.4% | $4,379-63.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $87,001 | $11,961+627.4% | $10,693+713.6% | $14,365+505.6% |