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 | $76,407+288.9% | $150,298+97.7% | $82,448+260.4% |
| Participation rate | 93.2% | 66.4%+26.8pp | 77.8%+15.4pp | 68.1%+25.1pp |
| Annual return | 13.65% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $16,882 | $2,614+545.8% | $4,154+306.4% | $2,551+561.8% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $65,998 | $6,352+939.0% | $14,116+367.6% | $7,234+812.3% |