Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $802,665 | $154,228+420.4% | $145,433+451.9% | $137,256+484.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.91% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $13,873 | $4,804+188.8% | $4,554+204.6% | $4,156+233.8% |
| Participant deferral / active EE | $3,977 | $8,216-51.6% | $7,897-49.6% | $6,407-37.9% |
| Admin fee / account holder | $3,926 | $14,344-72.6% | $13,129-70.1% | $12,270-68.0% |