Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $254,618 | $142,972+78.1% | $214,702+18.6% | $86,983+192.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 13.76% | 18.49%-4.7pp | 54.55%-40.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $11,000 | $4,635+137.3% | $6,461+70.3% | $2,584+325.6% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,133 | $17,617-76.5% | $19,830-79.2% | $7,856-47.4% |