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 | $2,956,988 | $785,698+276.4% | $694,382+325.8% | $554,306+433.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 34.33% | 9.34%+25.0pp | 9.66%+24.7pp | 10.47%+23.9pp |
| Employer contribution / active EE | $42,466 | $27,225+56.0% | $25,660+65.5% | $25,289+67.9% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $93,068 | $18,173+412.1% | $15,543+498.8% | $49,540+87.9% |