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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,690 | $96,236+307.0% | $136,072+187.9% | $80,935+384.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 7.99% | 28.74%-20.7pp | 580.46%-572.5pp | 35.66%-27.7pp |
| Employer contribution / active EE | $18,864 | $3,350+463.0% | $4,216+347.5% | $2,757+584.3% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $576 | $8,250-93.0% | $6,718-91.4% | $6,924-91.7% |