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 | $273,101 | $127,790+113.7% | $106,555+156.3% | $167,536+63.0% |
| Participation rate | 95.2% | 78.3%+17.0pp | 76.1%+19.1pp | 82.1%+13.1pp |
| Annual return | 13.59% | 33.88%-20.3pp | 26.80%-13.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,682 | $3,428-21.8% | $2,819-4.9% | $4,839-44.6% |
| Participant deferral / active EE | $950 | $5,088-81.3% | $4,399-78.4% | $6,342-85.0% |
| Admin fee / account holder | $9,945 | $11,229-11.4% | $7,408+34.2% | $12,315-19.2% |