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 | $264,706 | $52,279+406.3% | $89,414+196.0% | $79,852+231.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.60% | 22.16%-28.8pp | 245.50%-252.1pp | 31.72%-38.3pp |
| Employer contribution / active EE | $27,170 | $1,572+1628.9% | $2,586+950.5% | $2,471+999.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,254 | $3,356+324.7% | $4,883+191.9% | $5,306+168.6% |