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 | $568,086 | $104,098+445.7% | $140,514+304.3% | $94,015+504.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 15.98% | 15.14%+0.8pp | 14.36%+1.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $7,143 | $2,388+199.1% | $3,378+111.4% | $2,790+156.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $55,171 | $10,439+428.5% | $13,697+302.8% | $8,951+516.4% |