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 | $316,160 | $60,139+425.7% | $90,461+249.5% | $79,856+295.9% |
| Participation rate | 93.9% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.3pp |
| Annual return | 15.97% | 71.96%-56.0pp | 1294.76%-1278.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $11,358 | $2,069+449.0% | $3,264+248.0% | $2,471+359.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $21,900 | $3,978+450.5% | $5,617+289.9% | $5,306+312.7% |