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 | $361,742 | $167,362+116.1% | $143,799+151.6% | $134,532+168.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 60.30% | 0.47%+59.8pp | -0.04%+60.3pp | 418.27%-358.0pp |
| Employer contribution / active EE | $18,808 | $5,620+234.6% | $4,952+279.8% | $4,741+296.7% |
| Participant deferral / active EE | $1,719 | $6,447-73.3% | $5,638-69.5% | $6,401-73.1% |
| Admin fee / account holder | $12,724 | $18,094-29.7% | $14,677-13.3% | $11,429+11.3% |