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 | $786,492 | $127,096+518.8% | $105,736+643.8% | $135,380+481.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.54% | 4.49%-8.0pp | 6.27%-9.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $19,375 | $4,107+371.8% | $3,268+492.8% | $4,779+305.4% |
| Participant deferral / active EE | $1,025 | $5,064-79.8% | $4,080-74.9% | $5,609-81.7% |
| Admin fee / account holder | $1,466 | $9,087-83.9% | $6,913-78.8% | $10,828-86.5% |