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 | $513,157 | $282,059+81.9% | $213,469+140.4% | $154,746+231.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.79% | 20.90%-12.1pp | 20.58%-11.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $14,020 | $6,189+126.5% | $4,994+180.7% | $4,379+220.2% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $28,348 | $37,435-24.3% | $27,141+4.4% | $14,365+97.3% |