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 | $704,945 | $159,978+340.7% | $147,041+379.4% | $145,978+382.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $6,029 | $5,288+14.0% | $4,935+22.2% | $4,662+29.3% |
| Participant deferral / active EE | $18,147 | $8,429+115.3% | $8,071+124.8% | $6,690+171.3% |
| Admin fee / account holder | $336,297 | $15,053+2134.1% | $13,006+2485.7% | $13,400+2409.6% |