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 | $6,201,351 | $184,014+3270.0% | $161,149+3748.2% | $138,895+4364.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 28.40% | 21.52%+6.9pp | 21.16%+7.2pp | 145.39%-117.0pp |
| Employer contribution / active EE | $24,325 | $5,055+381.2% | $4,360+457.9% | $4,194+480.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $213,457 | $18,027+1084.1% | $15,194+1304.8% | $12,562+1599.2% |