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 | $404,896 | $171,867+135.6% | $149,721+170.4% | $147,586+174.3% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.1pp | 82.8%+11.3pp |
| Annual return | 14.95% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.59%-563.6pp |
| Employer contribution / active EE | $12,634 | $6,275+101.3% | $5,444+132.1% | $4,876+159.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,330 | $13,799+148.8% | $11,282+204.3% | $10,886+215.4% |