Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $532,360 | $217,432+144.8% | $185,849+186.4% | $167,536+217.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.78% | 148.42%-140.6pp | 122.10%-114.3pp | 478.82%-471.0pp |
| Employer contribution / active EE | $14,328 | $5,875+143.9% | $5,169+177.2% | $4,839+196.1% |
| Participant deferral / active EE | $9,100 | $6,357+43.1% | $5,569+63.4% | $6,342+43.5% |
| Admin fee / account holder | $2,694 | $19,818-86.4% | $16,244-83.4% | $12,315-78.1% |