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 | $254,117 | $165,399+53.6% | $149,745+69.7% | $158,982+59.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.33% | 348.34%-348.0pp | 276.72%-276.4pp | 302.99%-302.7pp |
| Employer contribution / active EE | $2,627 | $5,105-48.5% | $4,646-43.5% | $4,763-44.8% |
| Participant deferral / active EE | $1,820 | $7,183-74.7% | $6,843-73.4% | $5,983-69.6% |
| Admin fee / account holder | $5,000 | $10,811-53.8% | $9,312-46.3% | $11,252-55.6% |