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 | $286,292 | $156,398+83.1% | $147,318+94.3% | $138,895+106.1% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 17.27% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,230 | $4,853-74.7% | $4,593-73.2% | $4,194-70.7% |
| Participant deferral / active EE | $2,213 | $8,237-73.1% | $7,906-72.0% | $6,396-65.4% |
| Admin fee / account holder | $9,990 | $14,976-33.3% | $13,708-27.1% | $12,562-20.5% |