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 | $315,506 | $175,259+80.0% | $149,723+110.7% | $139,487+126.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.73% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $7,202 | $5,478+31.5% | $4,821+49.4% | $4,755+51.5% |
| Participant deferral / active EE | $481 | $6,522-92.6% | $5,682-91.5% | $6,713-92.8% |
| Admin fee / account holder | $142,133 | $16,158+779.6% | $13,215+975.6% | $11,407+1146.0% |