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 | $88,778+691.0% | $81,844+758.1% | $145,884+381.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.37% | 1033.03%-1025.7pp | 778.87%-771.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $13,847 | $3,087+348.6% | $2,916+374.8% | $4,662+197.0% |
| Participant deferral / active EE | $20,333 | $4,648+337.4% | $4,323+370.3% | $6,690+204.0% |
| Admin fee / account holder | $1,655 | $8,430-80.4% | $7,355-77.5% | $13,392-87.6% |