Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $420,387 | $101,763+313.1% | $164,866+155.0% | $80,874+419.8% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.6%+28.5pp |
| Annual return | 21.83% | 16.73%+5.1pp | 69.97%-48.1pp | 35.62%-13.8pp |
| Employer contribution / active EE | $19,552 | $2,954+561.8% | $4,343+350.2% | $2,756+609.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,428 | $8,228+99.7% | $12,689+29.5% | $6,935+136.9% |