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 | $487,348 | $156,398+211.6% | $147,318+230.8% | $138,895+250.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.76% | 78.75%-75.0pp | 70.43%-66.7pp | 145.39%-141.6pp |
| Employer contribution / active EE | $22,675 | $4,853+367.2% | $4,593+393.7% | $4,194+440.6% |
| Participant deferral / active EE | $32,143 | $8,237+290.2% | $7,906+306.5% | $6,396+402.5% |
| Admin fee / account holder | $3,632 | $14,976-75.7% | $13,708-73.5% | $12,562-71.1% |