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 | $637,426 | $154,228+313.3% | $145,433+338.3% | $137,256+364.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.16% | 74.59%-72.4pp | 66.58%-64.4pp | 220.34%-218.2pp |
| Employer contribution / active EE | $19,921 | $4,804+314.7% | $4,554+337.4% | $4,156+379.3% |
| Participant deferral / active EE | $21,419 | $8,216+160.7% | $7,897+171.2% | $6,407+234.3% |
| Admin fee / account holder | $545,086 | $14,344+3700.2% | $13,129+4051.8% | $12,270+4342.4% |