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 | $384,485 | $157,276+144.5% | $141,177+172.3% | $152,885+151.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.99% | 64.33%-45.3pp | 71.40%-52.4pp | 345.39%-326.4pp |
| Employer contribution / active EE | $15,042 | $5,262+185.9% | $4,736+217.6% | $4,763+215.8% |
| Participant deferral / active EE | $2,273 | $7,110-68.0% | $6,710-66.1% | $5,851-61.2% |
| Admin fee / account holder | $7,909 | $12,123-34.8% | $10,263-22.9% | $11,598-31.8% |