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 | $624,013 | $111,814+458.1% | $103,378+503.6% | $145,978+327.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $16,051 | $4,215+280.8% | $3,870+314.7% | $4,662+244.3% |
| Participant deferral / active EE | $586 | $5,618-89.6% | $5,058-88.4% | $6,690-91.2% |
| Admin fee / account holder | $15,000 | $9,764+53.6% | $8,401+78.6% | $13,400+11.9% |