Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,487,422 | $175,212+748.9% | $149,682+893.7% | $139,427+966.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1181.07% | 166.63%+1014.4pp | 134.35%+1046.7pp | 373.27%+807.8pp |
| Employer contribution / active EE | $35,639 | $5,475+550.9% | $4,818+639.6% | $4,752+650.1% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,600 | $16,150-3.4% | $13,210+18.1% | $11,404+36.8% |