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 | $757,414 | $162,136+367.1% | $152,301+397.3% | $154,746+389.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 28.45% | 91.02%-62.6pp | 80.50%-52.1pp | 172.34%-143.9pp |
| Employer contribution / active EE | $3,129 | $4,890-36.0% | $4,624-32.3% | $4,379-28.6% |
| Participant deferral / active EE | $2,671 | $8,341-68.0% | $8,004-66.6% | $6,730-60.3% |
| Admin fee / account holder | $26,895 | $15,759+70.7% | $14,398+86.8% | $14,365+87.2% |