Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $420,273 | $172,111+144.2% | $150,298+179.6% | $137,256+206.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.84% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $49,199 | $4,636+961.2% | $4,154+1084.4% | $4,156+1083.8% |
| Participant deferral / active EE | $25,700 | $6,166+316.8% | $5,453+371.3% | $6,407+301.1% |
| Admin fee / account holder | $15,595 | $16,471-5.3% | $14,116+10.5% | $12,270+27.1% |