Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $845,998 | $81,504+938.0% | $102,437+725.9% | $80,959+945.0% |
| Participation rate | 94.1% | 66.9%+27.3pp | 74.5%+19.6pp | 67.7%+26.4pp |
| Annual return | 36.38% | 25.60%+10.8pp | 24.95%+11.4pp | 35.67%+0.7pp |
| Employer contribution / active EE | $4,284 | $3,104+38.0% | $3,871+10.7% | $2,757+55.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,754 | $6,719-73.9% | $8,388-79.1% | $6,925-74.7% |