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 | $702,270 | $88,754+691.3% | $81,820+758.3% | $145,877+381.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.37% | 1031.77%-1024.4pp | 777.93%-770.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $13,847 | $3,085+348.8% | $2,915+375.0% | $4,663+197.0% |
| Participant deferral / active EE | $20,333 | $4,648+337.5% | $4,323+370.4% | $6,691+203.9% |
| Admin fee / account holder | $1,655 | $8,424-80.3% | $7,391-77.6% | $13,402-87.6% |