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 | $69,444+1422.6% | $92,985+1037.1% | $87,485+1108.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 18.40% | 23.85%-5.5pp | 27.99%-9.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $4,974 | $1,917+159.5% | $2,662+86.9% | $2,596+91.6% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $22,374 | $6,137+264.6% | $9,463+136.4% | $7,775+187.8% |