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 | $362,978 | $138,312+162.4% | $122,979+195.2% | $155,188+133.9% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 14.05% | 22.06%-8.0pp | 20.12%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $12,941 | $3,530+266.6% | $3,062+322.6% | $4,248+204.6% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,663 | $15,089-82.4% | $12,864-79.3% | $14,480-81.6% |