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 | $287,891 | $155,555+85.1% | $146,866+96.0% | $155,188+85.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 51.36% | 115.41%-64.1pp | 102.85%-51.5pp | 148.84%-97.5pp |
| Employer contribution / active EE | $22,731 | $4,647+389.2% | $4,425+413.7% | $4,248+435.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,965 | $14,755-59.6% | $13,620-56.2% | $14,480-58.8% |