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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,222 | $198,457+137.9% | $170,435+177.1% | $147,586+220.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.25% | 257.30%-250.1pp | 205.94%-198.7pp | 578.59%-571.3pp |
| Employer contribution / active EE | $2,928 | $6,183-52.6% | $5,432-46.1% | $4,876-40.0% |
| Participant deferral / active EE | $1,248 | $5,629-77.8% | $4,939-74.7% | $5,439-77.0% |
| Admin fee / account holder | $98,609 | $16,852+485.1% | $13,881+610.4% | $10,886+805.9% |