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 | $1,468,877 | $172,111+753.4% | $150,298+877.3% | $137,256+970.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.14% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,663 | $4,636+43.7% | $4,154+60.4% | $4,156+60.3% |
| Participant deferral / active EE | $6,582 | $6,166+6.7% | $5,453+20.7% | $6,407+2.7% |
| Admin fee / account holder | $52,088 | $16,471+216.2% | $14,116+269.0% | $12,270+324.5% |