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.
Employer 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 | $417,167 | $171,867+142.7% | $149,721+178.6% | $147,586+182.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.08% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $1,908 | $13,799-86.2% | $11,282-83.1% | $10,886-82.5% |