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 | $712,629 | $108,825+554.8% | $156,181+356.3% | $82,448+764.3% |
| Participation rate | 88.2% | 72.4%+15.9pp | 78.8%+9.4pp | 68.1%+20.2pp |
| Annual return | 14.57% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $16,196 | $2,870+464.4% | $4,294+277.2% | $2,551+534.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $639 | $9,341-93.2% | $14,586-95.6% | $7,234-91.2% |