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 | $358,082 | $126,661+182.7% | $113,397+215.8% | $138,895+157.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.32% | 25.05%-12.7pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $12,471 | $3,456+260.8% | $2,977+318.9% | $4,194+197.3% |
| Participant deferral / active EE | $1,677 | $5,693-70.5% | $5,076-67.0% | $6,396-73.8% |
| Admin fee / account holder | $7,795 | $14,549-46.4% | $11,957-34.8% | $12,562-37.9% |