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 | $328,490 | $100,805+225.9% | $86,698+278.9% | $134,532+144.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.37% | 29.09%-39.5pp | 35.95%-46.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $50,000 | $3,490+1332.7% | $2,837+1662.6% | $4,741+954.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,059,608 | $10,925+27904.6% | $7,493+40735.2% | $11,429+26671.6% |