Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $313,071 | $162,136+93.1% | $152,301+105.6% | $154,746+102.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.30% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,240 | $4,890-54.2% | $4,624-51.6% | $4,379-48.8% |
| Participant deferral / active EE | $2,240 | $8,341-73.1% | $8,004-72.0% | $6,730-66.7% |
| Admin fee / account holder | $2,336 | $15,759-85.2% | $14,398-83.8% | $14,365-83.7% |