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 | $325,773 | $91,537+255.9% | $130,045+150.5% | $75,173+333.4% |
| Participation rate | 97.8% | 71.5%+26.4pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 0.72% | -631.55%+632.3pp | -137.30%+138.0pp | 160.72%-160.0pp |
| Employer contribution / active EE | $4,348 | $2,845+52.8% | $4,321+0.6% | $2,671+62.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,240 | $6,780+169.0% | $10,600+72.1% | $5,651+222.8% |