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 | $279,067 | $73,863+277.8% | $143,797+94.1% | $68,490+307.5% |
| Participation rate | 87.2% | 66.7%+20.6pp | 80.3%+6.9pp | 67.9%+19.3pp |
| Annual return | -14.09% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $868 | $3,185-72.7% | $4,952-82.5% | $2,597-66.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,952 | $5,756-31.3% | $14,679-73.1% | $5,403-26.9% |