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 | $821,331 | $169,336+385.0% | $129,384+534.8% | $145,884+463.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 17.71% | 14408.70%-14391.0pp | 9461.77%-9444.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $42,070 | $5,540+659.4% | $4,153+912.9% | $4,662+802.3% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,997 | $9,912-69.8% | $7,686-61.0% | $13,392-77.6% |