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 | $304,699 | $100,805+202.3% | $86,698+251.4% | $134,532+126.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.11% | 29.09%-32.2pp | 35.95%-39.1pp | 418.27%-421.4pp |
| Employer contribution / active EE | $22,951 | $3,490+557.6% | $2,837+709.1% | $4,741+384.1% |
| Participant deferral / active EE | $1,300 | $5,339-75.7% | $4,656-72.1% | $6,401-79.7% |
| Admin fee / account holder | $2,921 | $10,925-73.3% | $7,493-61.0% | $11,429-74.4% |