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 | $406,583 | $81,870+396.6% | $119,608+239.9% | $68,495+493.6% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -15.81% | -23.82%+8.0pp | -14.98%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $16,046 | $2,692+496.1% | $4,232+279.1% | $2,596+518.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,494 | $6,583+89.8% | $10,326+21.0% | $5,403+131.2% |