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 | $698,843 | $162,136+331.0% | $152,301+358.9% | $154,746+351.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.26% | 91.02%-77.8pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,631 | $4,890-25.8% | $4,624-21.5% | $4,379-17.1% |
| Participant deferral / active EE | $1,948 | $8,341-76.6% | $8,004-75.7% | $6,730-71.1% |
| Admin fee / account holder | $4,900 | $15,759-68.9% | $14,398-66.0% | $14,365-65.9% |