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 | $313,849 | $132,099+137.6% | $115,599+171.5% | $138,895+126.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.26% | 176.76%-164.5pp | 111.10%-98.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $8,333 | $3,416+143.9% | $2,955+182.0% | $4,194+98.7% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $37,203 | $15,650+137.7% | $12,841+189.7% | $12,562+196.2% |