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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,368 | $93,345+277.5% | $119,126+195.8% | $87,485+302.8% |
| Participation rate | 93.8% | 68.7%+25.0pp | 75.8%+18.0pp | 68.9%+24.8pp |
| Annual return | 3.22% | 19.08%-15.9pp | 282.11%-278.9pp | 26.06%-22.8pp |
| Employer contribution / active EE | $17,173 | $3,172+441.5% | $4,034+325.7% | $2,596+561.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,781 | $8,039-3.2% | $10,693-27.2% | $7,775+0.1% |