Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $326,752 | $102,938+217.4% | $94,105+247.2% | $138,895+135.3% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 13.35% | 250.28%-236.9pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,317 | $2,732-51.8% | $2,504-47.4% | $4,194-68.6% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,851 | $6,600-72.0% | $6,199-70.1% | $12,562-85.3% |