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 | $316,201 | $54,763+477.4% | $90,324+250.1% | $72,976+333.3% |
| Participation rate | 87.1% | 65.2%+21.9pp | 73.3%+13.8pp | 69.5%+17.6pp |
| Annual return | 24.36% | 30.63%-6.3pp | 78.15%-53.8pp | 81.02%-56.7pp |
| Employer contribution / active EE | $11,905 | $2,093+468.7% | $2,856+316.9% | $2,440+387.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,645 | $3,973+218.2% | $5,356+136.1% | $5,124+146.8% |