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 | $4,746,295 | $138,386+3329.8% | $184,260+2475.9% | $80,935+5764.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.18% | 20.02%-8.8pp | 28.84%-17.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $41,209 | $4,851+749.6% | $6,427+541.1% | $2,757+1394.9% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $205,476 | $10,489+1859.0% | $13,898+1378.5% | $6,924+2867.4% |