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 | $410,457 | $102,385+300.9% | $147,080+179.1% | $80,935+407.1% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 31.29% | 135.09%-103.8pp | 420.17%-388.9pp | 35.66%-4.4pp |
| Employer contribution / active EE | $14,808 | $3,717+298.4% | $4,933+200.2% | $2,757+437.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,183 | $7,951+53.2% | $12,989-6.2% | $6,924+75.9% |