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 | $1,938,815 | $183,592+956.0% | $155,574+1146.2% | $145,877+1229.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.79% | 61.37%-40.6pp | 64.87%-44.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $65,042 | $5,317+1123.3% | $4,676+1291.1% | $4,663+1294.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $787 | $19,316-95.9% | $15,914-95.1% | $13,402-94.1% |