Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $883,031 | $59,819+1376.2% | $79,583+1009.6% | $68,490+1189.3% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | 4845.59% | -12.30%+4857.9pp | 0.16%+4845.4pp | -7.85%+4853.4pp |
| Employer contribution / active EE | $41,643 | $1,505+2666.4% | $2,414+1625.3% | $2,597+1503.7% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $44,283 | $4,835+815.8% | $6,835+547.9% | $5,403+719.6% |