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 | $1,551,975 | $785,698+97.5% | $694,382+123.5% | $554,306+180.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 23.49% | 9.34%+14.2pp | 9.66%+13.8pp | 10.47%+13.0pp |
| Employer contribution / active EE | $3,451 | $27,225-87.3% | $25,660-86.6% | $25,289-86.4% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $28,607 | $18,173+57.4% | $15,543+84.1% | $49,540-42.3% |