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 | $380,255 | $157,304+141.7% | $141,197+169.3% | $152,909+148.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 12.29% | 64.34%-52.1pp | 71.41%-59.1pp | 345.46%-333.2pp |
| Employer contribution / active EE | $14,768 | $5,263+180.6% | $4,736+211.8% | $4,764+210.0% |
| Participant deferral / active EE | $1,500 | $7,111-78.9% | $6,710-77.6% | $5,851-74.4% |
| Admin fee / account holder | $8,861 | $12,126-26.9% | $10,265-13.7% | $11,601-23.6% |