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 | $944,071 | $111,535+746.4% | $105,223+797.2% | $137,256+587.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.94% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,431 | $3,939-12.9% | $3,689-7.0% | $4,156-17.4% |
| Participant deferral / active EE | $11,028 | $5,500+100.5% | $5,072+117.4% | $6,407+72.1% |
| Admin fee / account holder | $19,755 | $9,721+103.2% | $8,859+123.0% | $12,270+61.0% |