Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $819,986 | $227,399+260.6% | $189,758+332.1% | $198,609+312.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 12.43% | 61.03%-48.6pp | 52.62%-40.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $5,000 | $5,526-9.5% | $4,767+4.9% | $5,055-1.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,052 | $25,162-75.9% | $20,388-70.3% | $19,030-68.2% |