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 | $573,144 | $212,386+169.9% | $199,883+186.7% | $138,895+312.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 3.32% | 47.75%-44.4pp | 43.81%-40.5pp | 145.39%-142.1pp |
| Employer contribution / active EE | $10,019 | $6,625+51.2% | $6,261+60.0% | $4,194+138.9% |
| Participant deferral / active EE | $8,531 | $9,617-11.3% | $9,138-6.6% | $6,396+33.4% |
| Admin fee / account holder | $20,000 | $18,233+9.7% | $17,268+15.8% | $12,562+59.2% |