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 | $477,005 | $138,393+244.7% | $184,256+158.9% | $80,959+489.2% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 37.49% | 20.01%+17.5pp | 28.85%+8.6pp | 35.67%+1.8pp |
| Employer contribution / active EE | $26,835 | $4,847+453.6% | $6,427+317.5% | $2,757+873.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,197 | $10,489-12.3% | $13,899-33.8% | $6,925+32.8% |