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 | $6,409,146 | $211,288+2933.4% | $178,540+3489.8% | $145,884+4293.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.08% | 30.27%-14.2pp | 27.15%-11.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $53,000 | $4,574+1058.8% | $3,953+1240.8% | $4,662+1036.8% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $223,445 | $12,105+1745.9% | $10,424+2043.5% | $13,392+1568.5% |