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 | $916,775 | $107,421+753.4% | $182,262+403.0% | $94,015+875.1% |
| Participation rate | 77.8% | 77.8%0pp | 84.2%-6.4pp | 70.8%+7.0pp |
| Annual return | 13.74% | 21.32%-7.6pp | 140.60%-126.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $28,428 | $3,448+724.5% | $5,046+463.4% | $2,790+918.9% |
| Participant deferral / active EE | $1,528 | $6,558-76.7% | $8,276-81.5% | $4,249-64.0% |
| Admin fee / account holder | $6,647 | $8,692-23.5% | $16,712-60.2% | $8,951-25.7% |