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 | $391,645 | $82,028+377.5% | $123,105+218.1% | $59,633+556.8% |
| Participation rate | 97.0% | 83.2%+13.8pp | 86.8%+10.2pp | 68.7%+28.3pp |
| Annual return | -4.82% | 5.12%-9.9pp | 13.22%-18.0pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $19,592 | $3,297+494.3% | $5,151+280.3% | $2,203+789.5% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,379 | $5,879-25.5% | $9,014-51.4% | $4,297+1.9% |