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 | $502,795 | $162,136+210.1% | $152,301+230.1% | $154,746+224.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.56% | 91.02%-81.5pp | 80.50%-70.9pp | 172.34%-162.8pp |
| Employer contribution / active EE | $23,557 | $4,890+381.7% | $4,624+409.4% | $4,379+438.0% |
| Participant deferral / active EE | $13,053 | $8,341+56.5% | $8,004+63.1% | $6,730+93.9% |
| Admin fee / account holder | $5,549 | $15,759-64.8% | $14,398-61.5% | $14,365-61.4% |