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 | $1,008,951 | $355,857+183.5% | $334,483+201.6% | $405,731+148.7% |
| Participation rate | 100.0% | 97.2%+2.8pp | 97.3%+2.7pp | 91.9%+8.1pp |
| Annual return | 2.02% | -1.24%+3.3pp | -1.01%+3.0pp | 4.30%-2.3pp |
| Employer contribution / active EE | $31,468 | $20,736+51.8% | $20,696+52.0% | $26,636+18.1% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $82,125 | $10,401+689.6% | $15,151+442.0% | $12,997+531.9% |