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 | $662,918 | $175,231+278.3% | $149,696+342.8% | $139,466+375.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.47% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,713 | $5,478-68.7% | $4,821-64.5% | $4,754-64.0% |
| Participant deferral / active EE | $1,215 | $6,521-81.4% | $5,682-78.6% | $6,712-81.9% |
| Admin fee / account holder | $6,322 | $16,155-60.9% | $13,212-52.2% | $11,409-44.6% |