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 | $527,995 | $183,592+187.6% | $155,574+239.4% | $145,877+261.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.34% | 61.37%-58.0pp | 64.87%-61.5pp | 551.28%-547.9pp |
| Employer contribution / active EE | $1,986 | $5,317-62.6% | $4,676-57.5% | $4,663-57.4% |
| Participant deferral / active EE | $5,773 | $6,466-10.7% | $5,629+2.5% | $6,691-13.7% |
| Admin fee / account holder | $1,786 | $19,316-90.8% | $15,914-88.8% | $13,402-86.7% |