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 | $1,978,879 | $183,516+978.3% | $155,534+1172.3% | $145,884+1256.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.01% | 61.43%-57.4pp | 64.92%-60.9pp | 551.85%-547.8pp |
| Employer contribution / active EE | $76,500 | $5,315+1339.4% | $4,675+1536.5% | $4,662+1540.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,821 | $19,293+2.7% | $15,900+24.7% | $13,392+48.0% |