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 | $254,570 | $76,519+232.7% | $56,025+354.4% | $145,897+74.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 3017.03%-3002.4pp | 1712.69%-1698.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $23,333 | $1,383+1586.7% | $1,042+2140.1% | $4,663+400.4% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,429 | $3,331+273.1% | $2,828+339.4% | $13,390-7.2% |