Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $433,337 | $169,336+155.9% | $129,384+234.9% | $145,884+197.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.61% | 14408.70%-14400.1pp | 9461.77%-9453.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $8,545 | $5,540+54.2% | $4,153+105.7% | $4,662+83.3% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,123 | $9,912-68.5% | $7,686-59.4% | $13,392-76.7% |