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 | $8,639,357 | $101,778+8388.4% | $164,975+5136.8% | $80,925+10575.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.30% | 16.73%-3.4pp | 70.12%-56.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $30,435 | $2,954+930.3% | $4,343+600.8% | $2,756+1004.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $145,735 | $8,221+1672.7% | $12,688+1048.6% | $6,940+1999.9% |