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 | $504,097 | $117,846+327.8% | $102,434+392.1% | $145,884+245.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 12.54% | 31.90%-19.4pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $24,098 | $3,615+566.7% | $3,023+697.1% | $4,662+416.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $65,501 | $13,356+390.4% | $9,462+592.3% | $13,392+389.1% |