Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,432,916 | $183,539+680.7% | $155,556+821.2% | $145,897+882.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 61.31%-53.5pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $25,232 | $5,315+374.7% | $4,675+439.7% | $4,663+441.2% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $1,946 | $19,275-89.9% | $15,885-87.7% | $13,390-85.5% |