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 | $467,136 | $154,193+203.0% | $130,045+259.2% | $139,466+234.9% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.61% | 32.51%-18.9pp | -137.30%+150.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $13,889 | $5,292+162.5% | $4,321+221.4% | $4,754+192.2% |
| Participant deferral / active EE | $700 | $6,709-89.6% | $5,820-88.0% | $6,712-89.6% |
| Admin fee / account holder | $69,135 | $13,989+394.2% | $10,600+552.2% | $11,409+506.0% |