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 | $323,562 | $154,193+109.8% | $130,045+148.8% | $139,466+132.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 32.51%-17.9pp | -137.30%+151.9pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,775 | $5,292-66.5% | $4,321-58.9% | $4,754-62.7% |
| Participant deferral / active EE | $1,892 | $6,709-71.8% | $5,820-67.5% | $6,712-71.8% |
| Admin fee / account holder | $193,837 | $13,989+1285.6% | $10,600+1728.6% | $11,409+1599.0% |