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 | $554,541 | $111,535+397.2% | $105,223+427.0% | $137,256+304.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.95% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $10,214 | $3,939+159.3% | $3,689+176.9% | $4,156+145.8% |
| Participant deferral / active EE | $11,061 | $5,500+101.1% | $5,072+118.1% | $6,407+72.6% |
| Admin fee / account holder | $18,759 | $9,721+93.0% | $8,859+111.8% | $12,270+52.9% |