Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $646,118 | $138,114+367.8% | $125,391+415.3% | $134,545+380.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.86% | 750.88%-771.7pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,108 | $5,246-78.9% | $4,816-77.0% | $4,742-76.6% |
| Participant deferral / active EE | $1,108 | $7,801-85.8% | $7,448-85.1% | $6,401-82.7% |
| Admin fee / account holder | $6,512 | $11,570-43.7% | $10,009-34.9% | $11,431-43.0% |