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 | $1,118,001 | $172,111+549.6% | $150,298+643.9% | $137,256+714.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.77% | 69.37%-60.6pp | 62.79%-54.0pp | 220.34%-211.6pp |
| Employer contribution / active EE | $13,859 | $4,636+198.9% | $4,154+233.6% | $4,156+233.5% |
| Participant deferral / active EE | $11,310 | $6,166+83.4% | $5,453+107.4% | $6,407+76.5% |
| Admin fee / account holder | $22,989 | $16,471+39.6% | $14,116+62.9% | $12,270+87.4% |