Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $463,177 | $275,752+68.0% | $256,809+80.4% | $198,609+133.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.06% | 34.81%-23.8pp | 32.73%-21.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $8,491 | $7,721+10.0% | $7,263+16.9% | $5,055+68.0% |
| Participant deferral / active EE | $2,580 | $10,037-74.3% | $9,520-72.9% | $6,977-63.0% |
| Admin fee / account holder | $22,441 | $25,716-12.7% | $25,146-10.8% | $19,030+17.9% |