Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $324,767 | $150,435+115.9% | $120,580+169.3% | $145,897+122.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 65.09% | 154.60%-89.5pp | 107.48%-42.4pp | 552.29%-487.2pp |
| Employer contribution / active EE | $375 | $4,352-91.4% | $3,469-89.2% | $4,663-92.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,000 | $12,182-17.9% | $9,418+6.2% | $13,390-25.3% |