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 | $1,202,200 | $183,592+554.8% | $155,567+672.8% | $145,959+723.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.46% | 61.24%-53.8pp | 64.74%-57.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $30,820 | $5,315+479.9% | $4,674+559.4% | $4,661+561.3% |
| Participant deferral / active EE | $8,700 | $6,464+34.6% | $5,628+54.6% | $6,689+30.1% |
| Admin fee / account holder | $72,671 | $19,318+276.2% | $15,916+356.6% | $13,398+442.4% |