Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $931,653 | $101,763+815.5% | $164,866+465.1% | $80,874+1052.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -16.41% | 16.73%-33.1pp | 69.97%-86.4pp | 35.62%-52.0pp |
| Employer contribution / active EE | $3,936 | $2,954+33.2% | $4,343-9.4% | $2,756+42.8% |
| Participant deferral / active EE | $578 | $4,477-87.1% | $6,033-90.4% | $4,297-86.5% |
| Admin fee / account holder | $5,519 | $8,228-32.9% | $12,689-56.5% | $6,935-20.4% |