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 | $416,405 | $96,123+333.2% | $77,361+438.3% | $198,609+109.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.58% | 2054.81%-2045.2pp | 1011.54%-1002.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $14,893 | $3,791+292.9% | $2,990+398.1% | $5,055+194.6% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,164 | $9,471+28.4% | $5,894+106.4% | $19,030-36.1% |