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 | $446,066 | $202,342+120.5% | $172,753+158.2% | $152,909+191.7% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 16.99% | 1029.88%-1012.9pp | 803.00%-786.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $9,721 | $5,857+66.0% | $5,144+89.0% | $4,764+104.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,286 | $17,112-92.5% | $13,956-90.8% | $11,601-88.9% |