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 | $479,174 | $138,114+246.9% | $125,391+282.1% | $134,545+256.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.37% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $1,685 | $5,246-67.9% | $4,816-65.0% | $4,742-64.5% |
| Participant deferral / active EE | $1,310 | $7,801-83.2% | $7,448-82.4% | $6,401-79.5% |
| Admin fee / account holder | $18,490 | $11,570+59.8% | $10,009+84.7% | $11,431+61.8% |