Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $555,898 | $169,356+228.2% | $129,406+329.6% | $145,897+281.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.97% | 14418.62%-14409.6pp | 9468.18%-9459.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $36,563 | $5,542+559.7% | $4,155+779.9% | $4,663+684.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $57,985 | $9,915+484.8% | $7,689+654.2% | $13,390+333.0% |