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 | $508,328 | $156,398+225.0% | $147,318+245.1% | $138,895+266.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.51% | 78.75%-71.2pp | 70.43%-62.9pp | 145.39%-137.9pp |
| Employer contribution / active EE | $22,919 | $4,853+372.2% | $4,593+399.0% | $4,194+446.4% |
| Participant deferral / active EE | $11,650 | $8,237+41.4% | $7,906+47.3% | $6,396+82.1% |
| Admin fee / account holder | $4,199 | $14,976-72.0% | $13,708-69.4% | $12,562-66.6% |