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 | $294,465 | $49,891+490.2% | $80,607+265.3% | $75,181+291.7% |
| Participation rate | 98.0% | 55.3%+42.7pp | 67.0%+31.0pp | 67.2%+30.8pp |
| Annual return | 41.32% | 34.67%+6.7pp | 936.11%-894.8pp | 160.69%-119.4pp |
| Employer contribution / active EE | $24,712 | $1,698+1355.0% | $2,724+807.1% | $2,671+825.4% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,580 | $3,578+251.6% | $5,379+133.9% | $5,650+122.7% |