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 | $571,667 | $183,539+211.5% | $155,556+267.5% | $145,897+291.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.17% | 61.31%-37.1pp | 64.84%-40.7pp | 552.29%-528.1pp |
| Employer contribution / active EE | $15,000 | $5,315+182.2% | $4,675+220.8% | $4,663+221.7% |
| Participant deferral / active EE | $800 | $6,467-87.6% | $5,631-85.8% | $6,689-88.0% |
| Admin fee / account holder | $466,169 | $19,275+2318.6% | $15,885+2834.7% | $13,390+3381.4% |