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 | $1,415,636 | $110,039+1186.5% | $97,260+1355.5% | $145,884+870.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 9.65% | 244.44%-234.8pp | 75.54%-65.9pp | 551.85%-542.2pp |
| Employer contribution / active EE | $17,554 | $3,074+471.0% | $2,721+545.1% | $4,662+276.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,182 | $6,204+80.3% | $5,640+98.3% | $13,392-16.5% |