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 | $803,057 | $154,228+420.7% | $145,433+452.2% | $137,256+485.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $16,877 | $4,804+251.3% | $4,554+270.6% | $4,156+306.1% |
| Participant deferral / active EE | $14,861 | $8,216+80.9% | $7,897+88.2% | $6,407+132.0% |
| Admin fee / account holder | $10,302 | $14,344-28.2% | $13,129-21.5% | $12,270-16.0% |