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 | $302,517 | $125,797+140.5% | $170,057+77.9% | $75,177+302.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 8.43% | 27.20%-18.8pp | 53.42%-45.0pp | 160.75%-152.3pp |
| Employer contribution / active EE | $13,695 | $4,616+196.7% | $6,790+101.7% | $2,671+412.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $37,081 | $8,177+353.5% | $12,826+189.1% | $5,651+556.2% |