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 | $458,082 | $177,595+157.9% | $148,496+208.5% | $198,609+130.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.63% | 9.97%+1.7pp | 12.33%-0.7pp | 202.70%-191.1pp |
| Employer contribution / active EE | $38,493 | $4,098+839.4% | $3,497+1000.6% | $5,055+661.4% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $40,284 | $27,010+49.1% | $19,547+106.1% | $19,030+111.7% |