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 | $367,277 | $176,688+107.9% | $130,660+181.1% | $152,897+140.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 18.27% | 2693.08%-2674.8pp | 1709.29%-1691.0pp | 345.43%-327.2pp |
| Employer contribution / active EE | $5,935 | $5,743+3.3% | $4,092+45.0% | $4,764+24.6% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,009 | $7,131-71.8% | $5,463-63.2% | $11,599-82.7% |