Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $761,415 | $201,344+278.2% | $184,243+313.3% | $145,877+422.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $21,000 | $7,022+199.0% | $6,427+226.8% | $4,663+350.4% |
| Participant deferral / active EE | $3,000 | $9,807-69.4% | $9,132-67.1% | $6,691-55.2% |
| Admin fee / account holder | $28,050 | $16,382+71.2% | $13,914+101.6% | $13,402+109.3% |