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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $619,744 | $159,934+287.5% | $147,005+321.6% | $145,959+324.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.02% | 98.24%-91.2pp | 418.76%-411.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $10,871 | $5,287+105.6% | $4,934+120.3% | $4,661+133.2% |
| Participant deferral / active EE | $9,714 | $8,427+15.3% | $8,070+20.4% | $6,689+45.2% |
| Admin fee / account holder | $4,268 | $15,053-71.6% | $13,006-67.2% | $13,398-68.1% |