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 | $363,305 | $87,733+314.1% | $106,555+241.0% | $85,847+323.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 21.17% | 21.86%-0.7pp | 26.80%-5.6pp | 318.61%-297.4pp |
| Employer contribution / active EE | $17,959 | $2,073+766.4% | $2,819+537.0% | $2,565+600.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,016 | $6,767+121.9% | $7,408+102.7% | $6,261+139.8% |