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 | $393,405 | $209,422+87.9% | $178,503+120.4% | $158,982+147.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.05% | 188.81%-173.8pp | 151.12%-136.1pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,346 | $5,707-76.4% | $5,011-73.1% | $4,763-71.7% |
| Participant deferral / active EE | $837 | $5,955-86.0% | $5,202-83.9% | $5,983-86.0% |
| Admin fee / account holder | $9,270 | $17,079-45.7% | $13,987-33.7% | $11,252-17.6% |