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 | $972,071 | $167,362+480.8% | $143,799+576.0% | $134,532+622.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.99% | 0.47%-1.5pp | -0.04%-0.9pp | 418.27%-419.3pp |
| Employer contribution / active EE | $24,169 | $5,620+330.0% | $4,952+388.0% | $4,741+409.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,333 | $18,094+84.2% | $14,677+127.1% | $11,429+191.7% |