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 | $1,331,057 | $209,425+535.6% | $178,499+645.7% | $158,966+737.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.60% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $48,268 | $5,707+745.7% | $5,011+863.2% | $4,762+913.5% |
| Participant deferral / active EE | $1,950 | $5,955-67.3% | $5,202-62.5% | $5,983-67.4% |
| Admin fee / account holder | $24,590 | $17,078+44.0% | $13,986+75.8% | $11,250+118.6% |