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 | $468,885 | $217,432+115.6% | $185,851+152.3% | $167,553+179.8% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.28% | 148.43%-132.2pp | 122.11%-105.8pp | 478.89%-462.6pp |
| Employer contribution / active EE | $2,428 | $5,874-58.7% | $5,168-53.0% | $4,840-49.8% |
| Participant deferral / active EE | $2,065 | $6,357-67.5% | $5,569-62.9% | $6,343-67.4% |
| Admin fee / account holder | $23,755 | $19,820+19.9% | $16,245+46.2% | $12,316+92.9% |