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 | $3,088,637 | $217,392+1320.8% | $185,818+1562.2% | $167,497+1744.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.95% | 148.37%-128.4pp | 122.06%-102.1pp | 478.62%-458.7pp |
| Employer contribution / active EE | $34,310 | $5,873+484.1% | $5,168+563.9% | $4,838+609.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $144,318 | $19,813+628.4% | $16,239+788.7% | $12,310+1072.3% |