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 | $469,873 | $254,759+84.4% | $216,567+117.0% | $198,609+136.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.72% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-188.0pp |
| Employer contribution / active EE | $13,158 | $6,096+115.8% | $5,216+152.3% | $5,055+160.3% |
| Participant deferral / active EE | $811 | $6,948-88.3% | $6,191-86.9% | $6,977-88.4% |
| Admin fee / account holder | $50,584 | $26,311+92.3% | $21,981+130.1% | $19,030+165.8% |