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 | $374,874 | $81,233+361.5% | $155,567+141.0% | $80,874+363.5% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 15.28% | 33.33%-18.0pp | 64.74%-49.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $10,200 | $3,101+228.9% | $4,674+118.2% | $2,756+270.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,190 | $7,998-72.6% | $15,916-86.2% | $6,935-68.4% |