Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,389,195 | $148,629+1507.5% | $135,982+1657.0% | $139,487+1612.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.71% | 79.33%-39.6pp | 68.32%-28.6pp | 373.84%-334.1pp |
| Employer contribution / active EE | $6,438 | $5,247+22.7% | $4,859+32.5% | $4,755+35.4% |
| Participant deferral / active EE | $600 | $8,102-92.6% | $7,760-92.3% | $6,713-91.1% |
| Admin fee / account holder | $38,592 | $12,406+211.1% | $10,767+258.4% | $11,407+238.3% |