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 | $1,929,953 | $153,769+1155.1% | $133,975+1340.5% | $273,972+604.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.47% | 36.51%-27.0pp | 29.29%-19.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $9,529 | $6,029+58.1% | $5,211+82.8% | $4,869+95.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $165,073 | $11,765+1303.1% | $9,324+1670.3% | $10,133+1529.1% |