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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,929 | $138,102+103.4% | $125,381+124.1% | $134,532+108.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.21% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,270 | $5,245-75.8% | $4,815-73.6% | $4,741-73.2% |
| Participant deferral / active EE | $1,270 | $7,801-83.7% | $7,448-82.9% | $6,401-80.2% |
| Admin fee / account holder | $1,907 | $11,568-83.5% | $10,007-80.9% | $11,429-83.3% |