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 | $628,958 | $157,296+299.9% | $141,191+345.5% | $152,897+311.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.04% | 64.34%-34.3pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $18,058 | $5,262+243.2% | $4,736+281.3% | $4,764+279.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $49,487 | $12,125+308.1% | $10,264+382.1% | $11,599+326.6% |