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 | $1,046,899 | $132,099+692.5% | $115,599+805.6% | $138,895+653.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 11.09% | 176.76%-165.7pp | 111.10%-100.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $19,286 | $3,416+464.6% | $2,955+552.6% | $4,194+359.8% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $223,413 | $15,650+1327.6% | $12,841+1639.9% | $12,562+1678.5% |