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 | $798,597 | $166,131+380.7% | $164,975+384.1% | $145,877+447.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.41% | 100.37%-91.0pp | 70.12%-60.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $43,411 | $5,276+722.9% | $4,343+899.7% | $4,663+831.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $55,632 | $16,648+234.2% | $12,688+338.5% | $13,402+315.1% |