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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,179 | $209,336+93.1% | $197,124+105.0% | $137,256+194.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.84% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $8,667 | $6,591+31.5% | $6,227+39.2% | $4,156+108.5% |
| Participant deferral / active EE | $2,616 | $9,614-72.8% | $9,135-71.4% | $6,407-59.2% |
| Admin fee / account holder | $289,881 | $17,308+1574.9% | $16,298+1678.6% | $12,270+2262.5% |