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 | $2,735,747 | $109,863+2390.2% | $98,477+2678.0% | $167,518+1533.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.63% | 1958.09%-1938.5pp | 1493.59%-1474.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $30,000 | $3,225+830.2% | $2,961+913.3% | $4,838+520.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,854 | $6,755+90.3% | $5,951+116.0% | $12,312+4.4% |