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 | $354,955 | $93,098+281.3% | $77,081+360.5% | $134,509+163.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.65% | 62.63%-75.3pp | 42.33%-55.0pp | 418.13%-430.8pp |
| Employer contribution / active EE | $19,562 | $3,419+472.1% | $2,813+595.3% | $4,741+312.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $29,131 | $6,945+319.4% | $5,427+436.8% | $11,427+154.9% |