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 | $772,370 | $174,379+342.9% | $152,093+407.8% | $138,895+456.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.45% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $14,962 | $4,652+221.6% | $4,175+258.4% | $4,194+256.7% |
| Participant deferral / active EE | $10,157 | $6,159+64.9% | $5,451+86.3% | $6,396+58.8% |
| Admin fee / account holder | $65,933 | $16,880+290.6% | $14,497+354.8% | $12,562+424.9% |