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 | $732,895 | $58,311+1156.9% | $81,882+795.1% | $80,959+805.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.61% | 41.85%-27.2pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $7,371 | $2,347+214.1% | $2,916+152.8% | $2,757+167.3% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30,965 | $4,752+551.6% | $7,360+320.7% | $6,925+347.1% |