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 | $124,425+187.8% | $112,040+219.6% | $137,256+160.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.32% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $12,471 | $3,411+265.6% | $2,954+322.2% | $4,156+200.1% |
| Participant deferral / active EE | $1,677 | $5,718-70.7% | $5,098-67.1% | $6,407-73.8% |
| Admin fee / account holder | $7,795 | $15,207-48.7% | $12,098-35.6% | $12,270-36.5% |