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 | $817,055 | $183,592+345.0% | $155,567+425.2% | $145,959+459.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 61.24%-54.6pp | 64.74%-58.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $6,237 | $5,315+17.4% | $4,674+33.4% | $4,661+33.8% |
| Participant deferral / active EE | $30,500 | $6,464+371.8% | $5,628+442.0% | $6,689+356.0% |
| Admin fee / account holder | $41,624 | $19,318+115.5% | $15,916+161.5% | $13,398+210.7% |