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 | $265,214 | $162,136+63.6% | $152,301+74.1% | $154,746+71.4% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 13.98% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,542 | $8,341-81.5% | $8,004-80.7% | $6,730-77.1% |
| Admin fee / account holder | $1,658 | $15,759-89.5% | $14,398-88.5% | $14,365-88.5% |