Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $263,868 | $169,336+55.8% | $129,384+103.9% | $145,884+80.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.92% | 14408.70%-14388.8pp | 9461.77%-9441.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $34,667 | $5,540+525.8% | $4,153+734.7% | $4,662+643.6% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,869 | $9,912-30.7% | $7,686-10.6% | $13,392-48.7% |