Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $654,176 | $175,259+273.3% | $149,723+336.9% | $139,487+369.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.38% | 166.82%-160.4pp | 134.50%-128.1pp | 373.84%-367.5pp |
| Employer contribution / active EE | $2,060 | $5,478-62.4% | $4,821-57.3% | $4,755-56.7% |
| Participant deferral / active EE | $4,046 | $6,522-38.0% | $5,682-28.8% | $6,713-39.7% |
| Admin fee / account holder | $51,962 | $16,158+221.6% | $13,215+293.2% | $11,407+355.5% |