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 | $616,086 | $162,529+279.1% | $130,788+371.1% | $154,746+298.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.89% | 510.48%-498.6pp | 386.44%-374.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $70,352 | $4,447+1481.9% | $3,558+1877.3% | $4,379+1506.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33,420 | $7,669+335.8% | $6,673+400.8% | $14,365+132.6% |