Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $252,275 | $89,515+181.8% | $103,065+144.8% | $80,959+211.6% |
| Participation rate | 96.1% | 76.0%+20.1pp | 80.6%+15.5pp | 67.7%+28.4pp |
| Annual return | 21.02% | 22.82%-1.8pp | 23.95%-2.9pp | 35.67%-14.6pp |
| Employer contribution / active EE | $5,421 | $4,015+35.0% | $4,675+16.0% | $2,757+96.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,171 | $6,527+25.2% | $9,349-12.6% | $6,925+18.0% |