Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $895,560 | $104,924+753.5% | $84,623+958.3% | $152,885+485.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 6.41% | 373.82%-367.4pp | 258.77%-252.4pp | 345.39%-339.0pp |
| Employer contribution / active EE | $37,000 | $3,302+1020.5% | $2,652+1294.9% | $4,763+676.8% |
| Participant deferral / active EE | $25,000 | $4,689+433.2% | $3,899+541.2% | $5,851+327.3% |
| Admin fee / account holder | $5,529 | $6,242-11.4% | $4,913+12.5% | $11,598-52.3% |