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 | $989,262 | $136,860+622.8% | $120,344+722.0% | $154,746+539.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.42% | 21.38%-11.0pp | 20.30%-9.9pp | 172.34%-161.9pp |
| Employer contribution / active EE | $55,111 | $3,533+1459.9% | $3,020+1724.8% | $4,379+1158.5% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $859,518 | $15,393+5484.0% | $12,742+6645.7% | $14,365+5883.3% |