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 | $358,742 | $124,425+188.3% | $112,040+220.2% | $137,256+161.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.26% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,273 | $3,411-33.4% | $2,954-23.1% | $4,156-45.3% |
| Participant deferral / active EE | $1,716 | $5,718-70.0% | $5,098-66.3% | $6,407-73.2% |
| Admin fee / account holder | $32,735 | $15,207+115.3% | $12,098+170.6% | $12,270+166.8% |