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 | $612,110 | $172,111+255.6% | $150,298+307.3% | $137,256+346.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.21% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $13,395 | $4,636+188.9% | $4,154+222.4% | $4,156+222.3% |
| Participant deferral / active EE | $11,874 | $6,166+92.6% | $5,453+117.8% | $6,407+85.3% |
| Admin fee / account holder | $109,457 | $16,471+564.5% | $14,116+675.4% | $12,270+792.1% |