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 | $1,743,788 | $172,111+913.2% | $150,298+1060.2% | $137,256+1170.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.70% | 69.37%-33.7pp | 62.79%-27.1pp | 220.34%-184.6pp |
| Employer contribution / active EE | $6,729 | $4,636+45.1% | $4,154+62.0% | $4,156+61.9% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $51,395 | $16,471+212.0% | $14,116+264.1% | $12,270+318.9% |