Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,977,131 | $72,272+2635.7% | $101,264+1852.5% | $79,858+2375.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 56.26% | 22.30%+34.0pp | 46.48%+9.8pp | 31.72%+24.5pp |
| Employer contribution / active EE | $36,043 | $2,692+1239.1% | $3,660+884.8% | $2,471+1358.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $177,659 | $4,401+3937.2% | $5,947+2887.5% | $5,306+3248.3% |