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.
Employer 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 | $520,063 | $138,076+276.7% | $123,553+320.9% | $135,380+284.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.45% | 153.70%-156.2pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $360 | $5,152-93.0% | $4,628-92.2% | $4,779-92.5% |
| Participant deferral / active EE | $16,000 | $6,800+135.3% | $6,426+149.0% | $5,609+185.3% |
| Admin fee / account holder | $22,767 | $10,917+108.6% | $9,284+145.2% | $10,828+110.3% |