Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $621,970 | $45,872+1255.9% | $77,096+706.7% | $68,486+808.2% |
| Participation rate | 96.4% | 55.9%+40.5pp | 67.9%+28.5pp | 67.9%+28.5pp |
| Annual return | 2.34% | 1.73%+0.6pp | 42.35%-40.0pp | -7.85%+10.2pp |
| Employer contribution / active EE | $1,107 | $1,650-32.9% | $2,814-60.7% | $2,597-57.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,360 | $3,041+470.8% | $5,428+219.8% | $5,404+221.2% |