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 | $415,029 | $227,399+82.5% | $189,758+118.7% | $198,609+109.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.70% | 61.03%-45.3pp | 52.62%-36.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $8,199 | $5,526+48.4% | $4,767+72.0% | $5,055+62.2% |
| Participant deferral / active EE | $2,577 | $6,837-62.3% | $5,856-56.0% | $6,977-63.1% |
| Admin fee / account holder | $3,221 | $25,162-87.2% | $20,388-84.2% | $19,030-83.1% |