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 | $1,067,743 | $129,960+721.6% | $104,299+923.7% | $134,545+693.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.97% | 42.06%-56.0pp | 24.62%-38.6pp | 418.37%-432.3pp |
| Employer contribution / active EE | $26,408 | $4,186+530.8% | $3,373+682.9% | $4,742+457.0% |
| Participant deferral / active EE | $1,075 | $5,589-80.8% | $4,626-76.8% | $6,401-83.2% |
| Admin fee / account holder | $2,052 | $9,324-78.0% | $7,339-72.0% | $11,431-82.1% |