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 | $403,052 | $175,259+130.0% | $149,723+169.2% | $139,487+189.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.45% | 166.82%-149.4pp | 134.50%-117.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $13,576 | $5,478+147.8% | $4,821+181.6% | $4,755+185.5% |
| Participant deferral / active EE | $1,000 | $6,522-84.7% | $5,682-82.4% | $6,713-85.1% |
| Admin fee / account holder | $2,986 | $16,158-81.5% | $13,215-77.4% | $11,407-73.8% |