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 | $1,299,713 | $209,874+519.3% | $189,537+585.7% | $167,536+675.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.90% | 748.61%-719.7pp | 555.34%-526.4pp | 478.82%-449.9pp |
| Employer contribution / active EE | $45,178 | $6,913+553.5% | $6,161+633.3% | $4,839+833.6% |
| Participant deferral / active EE | $2,578 | $8,934-71.1% | $8,220-68.6% | $6,342-59.3% |
| Admin fee / account holder | $59,375 | $14,299+315.2% | $12,048+392.8% | $12,315+382.2% |