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 | $756,860 | $162,136+366.8% | $152,301+396.9% | $154,746+389.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.55% | 91.02%-80.5pp | 80.50%-69.9pp | 172.34%-161.8pp |
| Employer contribution / active EE | $5,901 | $4,890+20.7% | $4,624+27.6% | $4,379+34.7% |
| Participant deferral / active EE | $23,406 | $8,341+180.6% | $8,004+192.4% | $6,730+247.8% |
| Admin fee / account holder | $26,939 | $15,759+70.9% | $14,398+87.1% | $14,365+87.5% |