Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $770,865 | $159,934+382.0% | $147,005+424.4% | $145,959+428.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $15,823 | $5,287+199.3% | $4,934+220.7% | $4,661+239.5% |
| Participant deferral / active EE | $40,497 | $8,427+380.5% | $8,070+401.8% | $6,689+505.5% |
| Admin fee / account holder | $351,282 | $15,053+2233.6% | $13,006+2600.9% | $13,398+2521.9% |