Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,069,479 | $88,778+1104.7% | $81,844+1206.7% | $145,884+633.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.88% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $12,927 | $3,087+318.7% | $2,916+343.2% | $4,662+177.3% |
| Participant deferral / active EE | $8,850 | $4,648+90.4% | $4,323+104.7% | $6,690+32.3% |
| Admin fee / account holder | $2,012 | $8,430-76.1% | $7,355-72.6% | $13,392-85.0% |