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 | $268,642 | $174,379+54.1% | $152,093+76.6% | $138,895+93.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.55% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $12,294 | $4,652+164.3% | $4,175+194.5% | $4,194+193.1% |
| Participant deferral / active EE | $1,332 | $6,159-78.4% | $5,451-75.6% | $6,396-79.2% |
| Admin fee / account holder | $13,511 | $16,880-20.0% | $14,497-6.8% | $12,562+7.6% |