Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,192,557 | $178,174+569.3% | $156,181+663.6% | $137,256+768.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.02% | 84.19%-78.2pp | 64.87%-58.9pp | 220.34%-214.3pp |
| Employer contribution / active EE | $16,500 | $4,972+231.9% | $4,294+284.3% | $4,156+297.0% |
| Participant deferral / active EE | $24,000 | $6,888+248.4% | $6,132+291.4% | $6,407+274.6% |
| Admin fee / account holder | $66,521 | $17,404+282.2% | $14,586+356.1% | $12,270+442.1% |