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 | $599,183 | $154,228+288.5% | $145,433+312.0% | $137,256+336.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.36% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $38,068 | $4,804+692.4% | $4,554+735.8% | $4,156+816.0% |
| Participant deferral / active EE | $1,679 | $8,216-79.6% | $7,897-78.7% | $6,407-73.8% |
| Admin fee / account holder | $4,172 | $14,344-70.9% | $13,129-68.2% | $12,270-66.0% |