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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,860,069 | $142,354+2611.6% | $125,529+2975.0% | $155,188+2387.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 4.68% | 306.06%-301.4pp | 202.56%-197.9pp | 148.84%-144.2pp |
| Employer contribution / active EE | $70,000 | $3,501+1899.2% | $3,058+2189.4% | $4,248+1547.9% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $47,595 | $19,392+145.4% | $16,298+192.0% | $14,480+228.7% |