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 | $699,534 | $87,834+696.4% | $133,975+422.1% | $62,881+1012.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 17.07% | 12.05%+5.0pp | 29.29%-12.2pp | 20.14%-3.1pp |
| Employer contribution / active EE | $46,995 | $3,482+1249.5% | $5,211+801.8% | $2,281+1960.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $71,866 | $5,372+1237.7% | $9,324+670.7% | $4,296+1573.0% |