Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $574,329 | $101,798+464.2% | $165,071+247.9% | $80,935+609.6% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.9pp |
| Annual return | 18.76% | 16.73%+2.0pp | 70.17%-51.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $30,009 | $2,954+915.7% | $4,347+590.3% | $2,757+988.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $34,915 | $8,221+324.7% | $12,695+175.0% | $6,924+404.2% |