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 | $642,668 | $138,385+364.4% | $184,200+248.9% | $80,874+694.7% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.0pp | 67.6%+26.2pp |
| Annual return | 17.44% | 20.02%-2.6pp | 28.80%-11.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $21,939 | $4,849+352.4% | $6,424+241.5% | $2,756+696.1% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,288 | $10,483+36.3% | $13,907+2.7% | $6,935+106.0% |