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 | $486,381 | $103,164+371.5% | $90,259+438.9% | $154,746+214.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 21.38% | 19.25%+2.1pp | 18.88%+2.5pp | 172.34%-151.0pp |
| Employer contribution / active EE | $9,021 | $2,532+256.3% | $2,291+293.7% | $4,379+106.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,605 | $8,593+116.5% | $7,267+156.0% | $14,365+29.5% |