Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $696,156 | $65,566+961.8% | $86,235+707.3% | $75,177+826.0% |
| Participation rate | 98.7% | 60.5%+38.2pp | 69.0%+29.8pp | 67.2%+31.5pp |
| Annual return | 10.35% | 46.07%-35.7pp | 1170.03%-1159.7pp | 160.75%-150.4pp |
| Employer contribution / active EE | $33,635 | $1,553+2065.4% | $2,381+1312.6% | $2,671+1159.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $29,737 | $5,470+443.7% | $6,856+333.8% | $5,651+426.2% |