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 | $536,401 | $154,228+247.8% | $145,433+268.8% | $137,256+290.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.75% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $14,272 | $4,804+197.1% | $4,554+213.4% | $4,156+243.4% |
| Participant deferral / active EE | $8,441 | $8,216+2.7% | $7,897+6.9% | $6,407+31.8% |
| Admin fee / account holder | $48,283 | $14,344+236.6% | $13,129+267.8% | $12,270+293.5% |