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 | $293,682 | $156,398+87.8% | $147,318+99.4% | $138,895+111.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.96% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,115 | $4,853-77.0% | $4,593-75.7% | $4,194-73.4% |
| Participant deferral / active EE | $2,348 | $8,237-71.5% | $7,906-70.3% | $6,396-63.3% |
| Admin fee / account holder | $3,082 | $14,976-79.4% | $13,708-77.5% | $12,562-75.5% |