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 | $678,513 | $107,421+531.6% | $182,262+272.3% | $94,015+621.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 12.93% | 21.32%-8.4pp | 140.60%-127.7pp | 17.84%-4.9pp |
| Employer contribution / active EE | $14,037 | $3,448+307.1% | $5,046+178.2% | $2,790+403.1% |
| Participant deferral / active EE | $16,425 | $6,558+150.5% | $8,276+98.5% | $4,249+286.5% |
| Admin fee / account holder | $110,614 | $8,692+1172.6% | $16,712+561.9% | $8,951+1135.7% |