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 | $404,421 | $77,419+422.4% | $69,461+482.2% | $152,870+164.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.41% | 39.07%-37.7pp | 28.97%-27.6pp | 345.34%-343.9pp |
| Employer contribution / active EE | $4,763 | $3,315+43.7% | $2,779+71.4% | $4,7630% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,850-100.0% |
| Admin fee / account holder | $14,799 | $6,207+138.4% | $3,840+285.4% | $11,597+27.6% |