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 | $784,554 | $65,712+1093.9% | $57,196+1271.7% | $273,972+186.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.99% | 22.01%-20.0pp | 14.59%-12.6pp | 41.46%-39.5pp |
| Employer contribution / active EE | $34,000 | $3,280+936.6% | $2,683+1167.3% | $4,869+598.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,368 | $4,838+114.3% | $3,141+230.1% | $10,133+2.3% |