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 | $507,582 | $185,312+173.9% | $161,489+214.3% | $154,746+228.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.62% | 103.84%-96.2pp | 89.72%-82.1pp | 172.34%-164.7pp |
| Employer contribution / active EE | $12,185 | $4,769+155.5% | $4,268+185.5% | $4,379+178.3% |
| Participant deferral / active EE | $15,529 | $6,350+144.6% | $5,630+175.8% | $6,730+130.7% |
| Admin fee / account holder | $8,926 | $18,654-52.2% | $16,006-44.2% | $14,365-37.9% |