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 | $267,291 | $138,078+93.6% | $125,363+113.2% | $134,509+98.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,386 | $5,245-73.6% | $4,815-71.2% | $4,741-70.8% |
| Participant deferral / active EE | $1,440 | $7,800-81.5% | $7,447-80.7% | $6,400-77.5% |
| Admin fee / account holder | $1,723 | $11,566-85.1% | $10,005-82.8% | $11,427-84.9% |