Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $528,922 | $183,516+188.2% | $155,534+240.1% | $145,884+262.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $9,759 | $5,315+83.6% | $4,675+108.7% | $4,662+109.3% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $4,640 | $19,293-76.0% | $15,900-70.8% | $13,392-65.4% |