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 | $511,454 | $160,028+219.6% | $147,080+247.7% | $145,884+250.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.07% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $7,369 | $5,286+39.4% | $4,933+49.4% | $4,662+58.0% |
| Participant deferral / active EE | $17,027 | $8,422+102.2% | $8,066+111.1% | $6,690+154.5% |
| Admin fee / account holder | $77,200 | $15,030+413.6% | $12,989+494.4% | $13,392+476.5% |