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 | $515,184 | $209,888+145.5% | $189,545+171.8% | $167,553+207.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.02% | 748.66%-745.6pp | 555.36%-552.3pp | 478.89%-475.9pp |
| Employer contribution / active EE | $38,500 | $6,915+456.7% | $6,162+524.8% | $4,840+695.5% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,343+309.9% |
| Admin fee / account holder | $2,247 | $14,300-84.3% | $12,049-81.4% | $12,316-81.8% |