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 | $726,353 | $106,918+579.4% | $84,021+764.5% | $152,897+375.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.19% | 105.01%-78.8pp | 71.32%-45.1pp | 345.43%-319.2pp |
| Employer contribution / active EE | $12,370 | $2,735+352.3% | $1,984+523.6% | $4,764+159.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,983 | $8,288+44.6% | $6,102+96.4% | $11,599+3.3% |