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 | $1,054,151 | $180,749+483.2% | $160,784+555.6% | $137,256+668.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.78% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $35,573 | $4,155+756.1% | $3,733+853.0% | $4,156+755.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $870,926 | $10,397+8276.8% | $9,717+8863.0% | $12,270+6997.9% |