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 | $505,193 | $154,209+227.6% | $130,062+288.4% | $139,487+262.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 32.52%-22.4pp | -137.37%+147.5pp | 373.84%-363.7pp |
| Employer contribution / active EE | $11,250 | $5,292+112.6% | $4,322+160.3% | $4,755+136.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,746 | $13,988-66.1% | $10,601-55.2% | $11,407-58.4% |