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 | $1,949,171 | $176,105+1006.8% | $159,474+1122.3% | $167,536+1063.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.93% | 331.91%-317.0pp | 263.68%-248.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,363 | $5,299-74.3% | $4,831-71.8% | $4,839-71.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $95,055 | $12,559+656.9% | $10,802+779.9% | $12,315+671.9% |