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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,102 | $102,429+252.5% | $147,096+145.5% | $80,925+346.2% |
| Participation rate | 92.4% | 75.9%+16.5pp | 82.2%+10.2pp | 67.7%+24.7pp |
| Annual return | -1.62% | 135.02%-136.6pp | 419.75%-421.4pp | 35.65%-37.3pp |
| Employer contribution / active EE | $6,755 | $3,716+81.8% | $4,936+36.8% | $2,756+145.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $66,034 | $7,957+729.9% | $13,005+407.8% | $6,940+851.5% |