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 | $849,662 | $183,516+363.0% | $155,534+446.3% | $145,884+482.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.56% | 61.43%-55.9pp | 64.92%-59.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $4,056 | $5,315-23.7% | $4,675-13.2% | $4,662-13.0% |
| Participant deferral / active EE | $15,303 | $6,467+136.6% | $5,630+171.8% | $6,690+128.7% |
| Admin fee / account holder | $1,044 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |