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 | $614,193 | $109,872+459.0% | $98,483+523.7% | $167,536+266.6% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 7.96% | 1959.31%-1951.3pp | 1494.38%-1486.4pp | 478.82%-470.9pp |
| Employer contribution / active EE | $4,444 | $3,225+37.8% | $2,961+50.1% | $4,839-8.2% |
| Participant deferral / active EE | $10,411 | $4,673+122.8% | $4,276+143.5% | $6,342+64.2% |
| Admin fee / account holder | $116,264 | $6,757+1620.6% | $5,953+1853.1% | $12,315+844.1% |