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 | $1,714,026 | $201,344+751.3% | $184,243+830.3% | $145,877+1075.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.63% | 29.01%-23.4pp | 28.82%-23.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $9,200 | $7,022+31.0% | $6,427+43.1% | $4,663+97.3% |
| Participant deferral / active EE | $20,700 | $9,807+111.1% | $9,132+126.7% | $6,691+209.4% |
| Admin fee / account holder | $64,372 | $16,382+292.9% | $13,914+362.7% | $13,402+380.3% |