Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $438,160 | $156,398+180.2% | $147,318+197.4% | $138,895+215.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.58% | 78.75%-74.2pp | 70.43%-65.9pp | 145.39%-140.8pp |
| Employer contribution / active EE | $15,000 | $4,853+209.1% | $4,593+226.6% | $4,194+257.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $29,651 | $14,976+98.0% | $13,708+116.3% | $12,562+136.0% |