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 | $253,548 | $176,105+44.0% | $159,474+59.0% | $167,536+51.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 331.91%-315.0pp | 263.68%-246.7pp | 478.82%-461.9pp |
| Employer contribution / active EE | $25,953 | $5,299+389.8% | $4,831+437.2% | $4,839+436.3% |
| Participant deferral / active EE | $343 | $7,751-95.6% | $7,353-95.3% | $6,342-94.6% |
| Admin fee / account holder | $1,783 | $12,559-85.8% | $10,802-83.5% | $12,315-85.5% |