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 | $683,283 | $86,705+688.1% | $73,309+832.1% | $125,393+444.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.07% | 2.78%-0.7pp | 5.67%-3.6pp | 282.23%-280.2pp |
| Employer contribution / active EE | $30,350 | $4,152+631.0% | $3,237+837.6% | $4,866+523.7% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,351-100.0% |
| Admin fee / account holder | $9,943 | $7,772+27.9% | $5,637+76.4% | $9,541+4.2% |