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 | $524,012 | $121,701+330.6% | $104,639+400.8% | $158,982+229.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.62% | 465.72%-464.1pp | 340.67%-339.1pp | 302.99%-301.4pp |
| Employer contribution / active EE | $18,561 | $3,165+486.4% | $2,682+592.1% | $4,763+289.7% |
| Participant deferral / active EE | $2,719 | $4,176-34.9% | $3,738-27.3% | $5,983-54.6% |
| Admin fee / account holder | $5,518 | $7,778-29.1% | $6,465-14.7% | $11,252-51.0% |