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 | $1,167,619 | $135,645+760.8% | $110,243+959.1% | $135,380+762.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.36% | 513.24%-501.9pp | 314.76%-303.4pp | 519.81%-508.4pp |
| Employer contribution / active EE | $10,000 | $4,907+103.8% | $3,827+161.3% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,242 | $11,458-10.6% | $8,548+19.8% | $10,828-5.4% |