Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,445,334 | $217,432+1484.6% | $185,851+1753.8% | $167,553+1956.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.50% | 148.43%-127.9pp | 122.11%-101.6pp | 478.89%-458.4pp |
| Employer contribution / active EE | $5,354 | $5,874-8.9% | $5,168+3.6% | $4,840+10.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,409 | $19,820-67.7% | $16,245-60.6% | $12,316-48.0% |