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 | $686,894 | $190,916+259.8% | $160,037+329.2% | $134,545+410.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -15.67% | 552.79%-568.5pp | 408.95%-424.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $13,293 | $4,996+166.1% | $4,226+214.6% | $4,742+180.4% |
| Participant deferral / active EE | $417 | $6,925-94.0% | $6,184-93.3% | $6,401-93.5% |
| Admin fee / account holder | $4,715 | $10,497-55.1% | $8,716-45.9% | $11,431-58.8% |