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 | $536,323 | $160,040+235.1% | $147,096+264.6% | $145,877+267.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.84% | 98.49%-77.7pp | 419.75%-398.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $2,335 | $5,289-55.9% | $4,936-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $1,538 | $8,429-81.7% | $8,071-80.9% | $6,691-77.0% |
| Admin fee / account holder | $2,633 | $15,050-82.5% | $13,005-79.8% | $13,402-80.4% |