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 | $1,482,419 | $150,435+885.4% | $120,580+1129.4% | $145,897+916.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.96% | 154.60%-141.6pp | 107.48%-94.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $29,732 | $4,352+583.1% | $3,469+757.0% | $4,663+537.7% |
| Participant deferral / active EE | $46 | $6,174-99.2% | $4,995-99.1% | $6,689-99.3% |
| Admin fee / account holder | $2,568 | $12,182-78.9% | $9,418-72.7% | $13,390-80.8% |