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 | $257,166 | $58,773+337.6% | $415,992-38.2% | $58,773+337.6% |
| Participation rate | 92.8% | 64.8%+27.9pp | 89.9%+2.8pp | 64.8%+27.9pp |
| Annual return | 12.98% | -8.84%+21.8pp | -4.46%+17.4pp | -8.84%+21.8pp |
| Employer contribution / active EE | $1,841 | $2,445-24.7% | $19,238-90.4% | $2,445-24.7% |
| Participant deferral / active EE | $2,879 | $2,952-2.5% | $11,096-74.1% | $2,952-2.5% |
| Admin fee / account holder | $32,098 | $6,755+375.2% | $6,482+395.2% | $6,755+375.2% |