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 | $725,736 | $84,694+756.9% | $73,843+882.8% | $125,392+478.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.75% | 3123.66%-3125.4pp | 2267.91%-2269.7pp | 282.23%-284.0pp |
| Employer contribution / active EE | $291,082 | $3,123+9220.1% | $2,787+10342.6% | $4,866+5881.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $5,633 | $5,691-1.0% | $4,880+15.4% | $9,541-41.0% |