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 | $905,758 | $132,099+585.7% | $115,599+683.5% | $138,895+552.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.27% | 176.76%-164.5pp | 111.10%-98.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $45,000 | $3,416+1217.3% | $2,955+1422.6% | $4,194+972.9% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,732 | $15,650-50.6% | $12,841-39.8% | $12,562-38.5% |