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 | $450,612 | $124,175+262.9% | $108,405+315.7% | $167,536+169.0% |
| Participation rate | 95.7% | 82.3%+13.4pp | 80.1%+15.5pp | 82.1%+13.5pp |
| Annual return | 21.28% | 1380.13%-1358.9pp | 905.55%-884.3pp | 478.82%-457.5pp |
| Employer contribution / active EE | $9,031 | $4,188+115.7% | $3,559+153.8% | $4,839+86.6% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,190 | $9,457-13.4% | $7,297+12.2% | $12,315-33.5% |