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 | $541,241 | $201,344+168.8% | $184,243+193.8% | $145,877+271.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.53% | 29.01%-21.5pp | 28.82%-21.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $34,076 | $7,022+385.2% | $6,427+430.2% | $4,663+630.8% |
| Participant deferral / active EE | $21,335 | $9,807+117.6% | $9,132+133.6% | $6,691+218.9% |
| Admin fee / account holder | $10,216 | $16,382-37.6% | $13,914-26.6% | $13,402-23.8% |