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 | $737,068 | $111,535+560.8% | $105,223+600.5% | $137,256+437.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 8.87% | 237.85%-229.0pp | 180.65%-171.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $24,015 | $3,939+509.6% | $3,689+551.1% | $4,156+477.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $52,155 | $9,721+436.5% | $8,859+488.7% | $12,270+325.1% |