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 | $459,358 | $102,422+348.5% | $147,117+212.2% | $80,959+467.4% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 39.85% | 135.16%-95.3pp | 420.54%-380.7pp | 35.67%+4.2pp |
| Employer contribution / active EE | $14,678 | $3,717+294.8% | $4,932+197.6% | $2,757+432.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,710 | $7,953+85.0% | $12,993+13.2% | $6,925+112.4% |