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 | $861,450 | $154,228+458.6% | $145,433+492.3% | $137,256+527.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.95% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,899 | $4,804-60.5% | $4,554-58.3% | $4,156-54.3% |
| Participant deferral / active EE | $7,601 | $8,216-7.5% | $7,897-3.8% | $6,407+18.6% |
| Admin fee / account holder | $33,695 | $14,344+134.9% | $13,129+156.6% | $12,270+174.6% |