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 | $477,895 | $102,422+366.6% | $147,117+224.8% | $80,959+490.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.84% | 135.16%-125.3pp | 420.54%-410.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $15,175 | $3,717+308.2% | $4,932+207.7% | $2,757+450.4% |
| Participant deferral / active EE | $10,966 | $6,652+64.8% | $8,065+36.0% | $4,300+155.0% |
| Admin fee / account holder | $94,498 | $7,953+1088.1% | $12,993+627.3% | $6,925+1264.5% |