Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $320,238 | $201,372+59.0% | $184,260+73.8% | $145,884+119.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.91% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,801 | $7,024-60.1% | $6,427-56.4% | $4,662-39.9% |
| Participant deferral / active EE | $768 | $9,808-92.2% | $9,133-91.6% | $6,690-88.5% |
| Admin fee / account holder | $25,519 | $16,362+56.0% | $13,898+83.6% | $13,392+90.6% |