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 | $603,301 | $180,459+234.3% | $154,108+291.5% | $135,380+345.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.86% | 888.21%-880.4pp | 735.21%-727.3pp | 519.81%-511.9pp |
| Employer contribution / active EE | $3,750 | $6,035-37.9% | $5,298-29.2% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $34,572 | $16,145+114.1% | $13,411+157.8% | $10,828+219.3% |