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 | $378,002 | $112,935+234.7% | $90,970+315.5% | $158,966+137.8% |
| Participation rate | 95.0% | 74.7%+20.3pp | 69.0%+26.0pp | 82.0%+13.0pp |
| Annual return | 16.17% | 215.79%-199.6pp | 134.58%-118.4pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,829 | $2,895-36.8% | $2,122-13.8% | $4,762-61.6% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $72,694 | $8,045+803.5% | $5,960+1119.7% | $11,250+546.2% |