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 | $406,673 | $153,311+165.3% | $109,313+272.0% | $273,972+48.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.31% | 29.86%-25.6pp | 22.07%-17.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $21,190 | $5,619+277.1% | $3,892+444.4% | $4,869+335.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,646 | $8,076-54.8% | $5,666-35.7% | $10,133-64.0% |