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 | $476,929 | $124,425+283.3% | $112,040+325.7% | $137,256+247.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 13.11% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $10,833 | $3,411+217.6% | $2,954+266.7% | $4,156+160.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $88,255 | $15,207+480.4% | $12,098+629.5% | $12,270+619.3% |