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.)
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 | $274,616 | $138,385+98.4% | $184,200+49.1% | $80,874+239.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.16% | 20.02%-8.9pp | 28.80%-17.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,920 | $4,849-39.8% | $6,424-54.5% | $2,756+6.0% |
| Participant deferral / active EE | $2,479 | $7,073-64.9% | $9,132-72.9% | $4,297-42.3% |
| Admin fee / account holder | $30,913 | $10,483+194.9% | $13,907+122.3% | $6,935+345.7% |