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 | $829,359 | $81,276+920.4% | $155,574+433.1% | $80,925+924.9% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.7%+18.3pp |
| Annual return | 16.19% | 33.36%-17.2pp | 64.87%-48.7pp | 35.65%-19.5pp |
| Employer contribution / active EE | $39,394 | $3,103+1169.5% | $4,676+742.5% | $2,756+1329.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $63,477 | $7,993+694.1% | $15,914+298.9% | $6,940+814.6% |