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 | $547,122 | $84,518+547.3% | $67,704+708.1% | $125,388+336.3% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | 0.08% | 2.57%-2.5pp | 25.41%-25.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $9,026 | $3,292+174.2% | $2,559+252.7% | $4,866+85.5% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,138 | $5,340+108.6% | $4,255+161.8% | $9,541+16.7% |