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 | $1,605,093 | $190,916+740.7% | $160,037+902.9% | $134,545+1093.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.23% | 552.79%-562.0pp | 408.95%-418.2pp | 418.37%-427.6pp |
| Employer contribution / active EE | $24,040 | $4,996+381.2% | $4,226+468.9% | $4,742+407.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,692 | $10,497+306.7% | $8,716+389.8% | $11,431+273.5% |