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 | $3,965,615 | $174,379+2174.1% | $152,093+2507.4% | $138,895+2755.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 10.76% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,531 | $4,652-67.1% | $4,175-63.3% | $4,194-63.5% |
| Participant deferral / active EE | $20,710 | $6,159+236.2% | $5,451+279.9% | $6,396+223.8% |
| Admin fee / account holder | $883 | $16,880-94.8% | $14,497-93.9% | $12,562-93.0% |