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 | $910,049 | $148,629+512.3% | $135,982+569.2% | $139,487+552.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.96% | 79.33%-70.4pp | 68.32%-59.4pp | 373.84%-364.9pp |
| Employer contribution / active EE | $1,653 | $5,247-68.5% | $4,859-66.0% | $4,755-65.2% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $32,072 | $12,406+158.5% | $10,767+197.9% | $11,407+181.1% |