Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $297,111 | $86,050+245.3% | $189,758+56.6% | $94,015+216.0% |
| Participation rate | 93.2% | 68.9%+24.3pp | 79.8%+13.4pp | 70.8%+22.4pp |
| Annual return | 13.65% | 17.77%-4.1pp | 52.62%-39.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $16,882 | $2,819+498.8% | $4,767+254.2% | $2,790+505.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $65,998 | $6,627+896.0% | $20,388+223.7% | $8,951+637.3% |