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 | $314,256 | $176,105+78.4% | $159,474+97.1% | $167,536+87.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.38% | 331.91%-308.5pp | 263.68%-240.3pp | 478.82%-455.4pp |
| Employer contribution / active EE | $2,045 | $5,299-61.4% | $4,831-57.7% | $4,839-57.7% |
| Participant deferral / active EE | $2,290 | $7,751-70.5% | $7,353-68.9% | $6,342-63.9% |
| Admin fee / account holder | $2,607 | $12,559-79.2% | $10,802-75.9% | $12,315-78.8% |