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 | $487,298 | $174,379+179.4% | $152,093+220.4% | $138,895+250.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.12% | 74.86%-69.7pp | 66.36%-61.2pp | 145.39%-140.3pp |
| Employer contribution / active EE | $16,158 | $4,652+247.3% | $4,175+287.0% | $4,194+285.2% |
| Participant deferral / active EE | $14,952 | $6,159+142.8% | $5,451+174.3% | $6,396+133.8% |
| Admin fee / account holder | $4,873 | $16,880-71.1% | $14,497-66.4% | $12,562-61.2% |