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 | $308,235 | $142,354+116.5% | $125,529+145.5% | $155,188+98.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 17.65% | 306.06%-288.4pp | 202.56%-184.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $8,740 | $3,501+149.6% | $3,058+185.9% | $4,248+105.8% |
| Participant deferral / active EE | $1,286 | $5,491-76.6% | $4,813-73.3% | $6,531-80.3% |
| Admin fee / account holder | $461 | $19,392-97.6% | $16,298-97.2% | $14,480-96.8% |