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 | $662,055 | $176,077+276.0% | $159,455+315.2% | $167,518+295.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.31% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $7,281 | $5,298+37.4% | $4,830+50.7% | $4,838+50.5% |
| Participant deferral / active EE | $15,076 | $7,751+94.5% | $7,353+105.0% | $6,342+137.7% |
| Admin fee / account holder | $1,896 | $12,556-84.9% | $10,800-82.4% | $12,312-84.6% |