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 | $444,502 | $156,398+184.2% | $147,318+201.7% | $138,895+220.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.62% | 78.75%-74.1pp | 70.43%-65.8pp | 145.39%-140.8pp |
| Employer contribution / active EE | $7,466 | $4,853+53.8% | $4,593+62.6% | $4,194+78.0% |
| Participant deferral / active EE | $15,727 | $8,237+90.9% | $7,906+98.9% | $6,396+145.9% |
| Admin fee / account holder | $83,955 | $14,976+460.6% | $13,708+512.5% | $12,562+568.3% |