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 | $734,340 | $171,865+327.3% | $149,718+390.5% | $147,585+397.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.29%-2098.6pp | 1501.67%-1487.0pp | 578.56%-563.9pp |
| Employer contribution / active EE | $16,339 | $6,275+160.4% | $5,445+200.1% | $4,876+235.1% |
| Participant deferral / active EE | $1,185 | $7,270-83.7% | $6,569-82.0% | $5,439-78.2% |
| Admin fee / account holder | $10,182 | $13,799-26.2% | $11,283-9.8% | $10,885-6.5% |