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 | $315,012 | $77,472+306.6% | $100,415+213.7% | $80,959+289.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 41.14% | 37.26%+3.9pp | 49.47%-8.3pp | 35.67%+5.5pp |
| Employer contribution / active EE | $10,757 | $2,800+284.1% | $3,943+172.8% | $2,757+290.1% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,326 | $5,885-26.5% | $7,906-45.3% | $6,925-37.5% |