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 | $1,057,329 | $58,627+1703.5% | $76,735+1277.9% | $82,448+1182.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 18.40% | 39.10%-20.7pp | 29.77%-11.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $4,974 | $1,729+187.7% | $2,454+102.7% | $2,551+95.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,374 | $5,323+320.4% | $7,189+211.2% | $7,234+209.3% |