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 | $875,913 | $148,623+489.4% | $135,974+544.2% | $139,466+528.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 10.66% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-363.0pp |
| Employer contribution / active EE | $16,504 | $5,246+214.6% | $4,859+239.7% | $4,754+247.2% |
| Participant deferral / active EE | $9,027 | $8,103+11.4% | $7,760+16.3% | $6,712+34.5% |
| Admin fee / account holder | $199,886 | $12,406+1511.2% | $10,767+1756.5% | $11,409+1652.1% |