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 | $446,161 | $154,228+189.3% | $145,433+206.8% | $137,256+225.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.43% | 74.59%-70.2pp | 66.58%-62.1pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,795 | $4,804-41.8% | $4,554-38.6% | $4,156-32.7% |
| Participant deferral / active EE | $4,741 | $8,216-42.3% | $7,897-40.0% | $6,407-26.0% |
| Admin fee / account holder | $174,985 | $14,344+1120.0% | $13,129+1232.8% | $12,270+1326.1% |