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 | $381,491 | $129,737+194.0% | $119,126+220.2% | $154,746+146.5% |
| Participation rate | 95.0% | 78.9%+16.1pp | 75.8%+19.2pp | 80.7%+14.3pp |
| Annual return | 12.00% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $7,000 | $4,375+60.0% | $4,034+73.5% | $4,379+59.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,224 | $11,961-64.7% | $10,693-60.5% | $14,365-70.6% |