Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $556,502 | $77,157+621.3% | $108,405+413.4% | $85,847+548.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 88.39% | 44.55%+43.8pp | 905.55%-817.2pp | 318.61%-230.2pp |
| Employer contribution / active EE | $25,415 | $2,379+968.1% | $3,559+614.1% | $2,565+890.7% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $88,026 | $5,174+1601.4% | $7,297+1106.4% | $6,261+1306.0% |