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 | $510,994 | $100,805+406.9% | $86,698+489.4% | $134,532+279.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -15.31% | 29.09%-44.4pp | 35.95%-51.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $7,806 | $3,490+123.7% | $2,837+175.2% | $4,741+64.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,861 | $10,925+45.2% | $7,493+111.7% | $11,429+38.8% |