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 | $840,723 | $209,422+301.4% | $178,503+371.0% | $158,982+428.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.48% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $42,612 | $5,707+646.7% | $5,011+750.4% | $4,763+794.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,258 | $17,079-16.5% | $13,987+1.9% | $11,252+26.7% |