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 | $531,163 | $99,380+434.5% | $90,312+488.1% | $155,188+242.3% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 9.06% | 19.35%-10.3pp | 18.90%-9.8pp | 148.84%-139.8pp |
| Employer contribution / active EE | $18,840 | $2,390+688.4% | $2,243+740.1% | $4,248+343.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,526 | $9,766-22.9% | $8,248-8.7% | $14,480-48.0% |