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 | $256,450 | $175,259+46.3% | $149,723+71.3% | $139,487+83.9% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 22.03% | 166.82%-144.8pp | 134.50%-112.5pp | 373.84%-351.8pp |
| Employer contribution / active EE | $6,740 | $5,478+23.0% | $4,821+39.8% | $4,755+41.8% |
| Participant deferral / active EE | $1,631 | $6,522-75.0% | $5,682-71.3% | $6,713-75.7% |
| Admin fee / account holder | $5,776 | $16,158-64.3% | $13,215-56.3% | $11,407-49.4% |