Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $313,434 | $209,425+49.7% | $178,499+75.6% | $158,966+97.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5398.21% | 188.80%+5209.4pp | 151.10%+5247.1pp | 302.95%+5095.3pp |
| Employer contribution / active EE | $1,035 | $5,707-81.9% | $5,011-79.4% | $4,762-78.3% |
| Participant deferral / active EE | $13,736 | $5,955+130.7% | $5,202+164.0% | $5,983+129.6% |
| Admin fee / account holder | $446 | $17,078-97.4% | $13,986-96.8% | $11,250-96.0% |