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 | $841,943 | $223,823+276.2% | $211,142+298.8% | $154,746+444.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.08% | 50.39%-41.3pp | 46.84%-37.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $27,934 | $6,787+311.6% | $6,442+333.6% | $4,379+537.9% |
| Participant deferral / active EE | $4,367 | $9,750-55.2% | $9,284-53.0% | $6,730-35.1% |
| Admin fee / account holder | $10,388 | $19,707-47.3% | $19,076-45.5% | $14,365-27.7% |