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 | $1,633,811 | $72,071+2166.9% | $68,368+2289.7% | $137,256+1090.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.79% | 353.14%-346.3pp | 292.57%-285.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $38,864 | $2,788+1294.0% | $2,649+1367.2% | $4,156+835.1% |
| Participant deferral / active EE | $33,604 | $4,410+662.0% | $4,123+715.1% | $6,407+424.5% |
| Admin fee / account holder | $865,770 | $5,336+16126.4% | $5,150+16711.7% | $12,270+6955.9% |