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 | $797,135 | $234,190+240.4% | $180,320+342.1% | $198,609+301.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 10.80% | 1057.44%-1046.6pp | 778.54%-767.7pp | 202.70%-191.9pp |
| Employer contribution / active EE | $13,609 | $5,258+158.9% | $4,108+231.3% | $5,055+169.2% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $27,259 | $12,558+117.1% | $10,000+172.6% | $19,030+43.2% |