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 | $272,246 | $110,410+146.6% | $102,437+165.8% | $145,897+86.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.03% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $13,168 | $4,217+212.2% | $3,871+240.2% | $4,663+182.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,375 | $9,745-85.9% | $8,388-83.6% | $13,390-89.7% |