Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $701,993 | $86,940+707.4% | $102,434+585.3% | $80,935+767.3% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 24.51% | 18.89%+5.6pp | 29.46%-4.9pp | 35.66%-11.1pp |
| Employer contribution / active EE | $21,950 | $2,370+826.3% | $3,023+626.1% | $2,757+696.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,137 | $8,047+50.8% | $9,462+28.3% | $6,924+75.3% |