Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $372,466 | $282,059+32.1% | $213,469+74.5% | $154,746+140.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.18% | 20.90%-6.7pp | 20.58%-6.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $22,179 | $6,189+258.4% | $4,994+344.1% | $4,379+406.5% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,434 | $37,435-88.2% | $27,141-83.7% | $14,365-69.1% |