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 | $899,396 | $209,425+329.5% | $178,499+403.9% | $158,966+465.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.97% | 188.80%-183.8pp | 151.10%-146.1pp | 302.95%-298.0pp |
| Employer contribution / active EE | $28,120 | $5,707+392.7% | $5,011+461.1% | $4,762+490.4% |
| Participant deferral / active EE | $16,250 | $5,955+172.9% | $5,202+212.4% | $5,983+171.6% |
| Admin fee / account holder | $287,178 | $17,078+1581.5% | $13,986+1953.3% | $11,250+2452.7% |