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 | $278,256 | $138,102+101.5% | $125,381+121.9% | $134,532+106.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.52% | 750.73%-753.2pp | 572.31%-574.8pp | 418.27%-420.8pp |
| Employer contribution / active EE | $4,450 | $5,245-15.2% | $4,815-7.6% | $4,741-6.1% |
| Participant deferral / active EE | $2,354 | $7,801-69.8% | $7,448-68.4% | $6,401-63.2% |
| Admin fee / account holder | $174,819 | $11,568+1411.2% | $10,007+1647.0% | $11,429+1429.7% |