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 | $425,701 | $209,336+103.4% | $197,124+116.0% | $137,256+210.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.94% | 48.09%-38.1pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,875 | $6,591-56.4% | $6,227-53.8% | $4,156-30.8% |
| Participant deferral / active EE | $2,242 | $9,614-76.7% | $9,135-75.5% | $6,407-65.0% |
| Admin fee / account holder | $91,139 | $17,308+426.6% | $16,298+459.2% | $12,270+642.8% |