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 | $310,281 | $83,427+271.9% | $115,756+168.0% | $68,490+353.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 5.50% | -10.95%+16.4pp | 143.14%-137.6pp | -7.85%+13.4pp |
| Employer contribution / active EE | $10,789 | $3,075+250.9% | $3,793+184.5% | $2,597+315.5% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,369 | $5,708+11.6% | $8,124-21.6% | $5,403+17.9% |