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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,056 | $146,267+138.6% | $197,124+77.1% | $82,448+323.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.11% | 29.61%-19.5pp | 44.34%-34.2pp | 41.64%-31.5pp |
| Employer contribution / active EE | $10,425 | $4,723+120.7% | $6,227+67.4% | $2,551+308.7% |
| Participant deferral / active EE | $2,986 | $7,035-57.6% | $9,135-67.3% | $4,139-27.9% |
| Admin fee / account holder | $2,311 | $14,422-84.0% | $16,298-85.8% | $7,234-68.1% |