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 | $402,150 | $57,061+604.8% | $85,063+372.8% | $80,911+397.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 31.30% | 21.66%+9.6pp | 66.54%-35.2pp | 35.63%-4.3pp |
| Employer contribution / active EE | $16,910 | $1,799+840.1% | $2,727+520.0% | $2,756+513.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,882 | $4,986+198.5% | $6,155+141.8% | $6,935+114.6% |