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 | $639,388 | $138,114+362.9% | $125,391+409.9% | $134,545+375.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.04% | 750.88%-770.9pp | 572.41%-592.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $29,289 | $5,246+458.3% | $4,816+508.2% | $4,742+517.7% |
| Participant deferral / active EE | $591 | $7,801-92.4% | $7,448-92.1% | $6,401-90.8% |
| Admin fee / account holder | $2,392 | $11,570-79.3% | $10,009-76.1% | $11,431-79.1% |