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 | $639,859 | $162,136+294.6% | $152,301+320.1% | $154,746+313.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.67% | 91.02%-80.4pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $7,832 | $4,890+60.2% | $4,624+69.4% | $4,379+78.9% |
| Participant deferral / active EE | $26,537 | $8,341+218.2% | $8,004+231.6% | $6,730+294.3% |
| Admin fee / account holder | $2,536 | $15,759-83.9% | $14,398-82.4% | $14,365-82.3% |