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 | $1,083,919 | $82,686+1210.9% | $125,401+764.4% | $68,494+1482.5% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -12.66% | -5.97%-6.7pp | 572.53%-585.2pp | -7.86%-4.8pp |
| Employer contribution / active EE | $34,773 | $3,381+928.4% | $4,816+622.0% | $2,597+1239.1% |
| Participant deferral / active EE | $0 | $6,112-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $40,369 | $6,278+543.1% | $10,008+303.4% | $5,403+647.1% |