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.
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 | $358,550 | $95,415+275.8% | $185,851+92.9% | $85,851+317.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 32.87% | 23.59%+9.3pp | 122.11%-89.2pp | 318.63%-285.8pp |
| Employer contribution / active EE | $49,793 | $3,314+1402.5% | $5,168+863.4% | $2,565+1840.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,449 | $7,215+58.7% | $16,245-29.5% | $6,261+82.9% |