Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $603,263 | $174,379+245.9% | $152,093+296.6% | $138,895+334.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.76% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.6pp |
| Employer contribution / active EE | $15,658 | $4,652+236.6% | $4,175+275.1% | $4,194+273.3% |
| Participant deferral / active EE | $16,437 | $6,159+166.9% | $5,451+201.5% | $6,396+157.0% |
| Admin fee / account holder | $589 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |