Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $305,147 | $129,737+135.2% | $119,126+156.2% | $154,746+97.2% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 1041.14% | 379.08%+662.1pp | 282.11%+759.0pp | 172.34%+868.8pp |
| Employer contribution / active EE | $5 | $4,375-99.9% | $4,034-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $8,905 | $5,842+52.4% | $5,318+67.5% | $6,730+32.3% |
| Admin fee / account holder | $6,798 | $11,961-43.2% | $10,693-36.4% | $14,365-52.7% |