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 | $850,921 | $162,136+424.8% | $152,301+458.7% | $154,746+449.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.30% | 91.02%-81.7pp | 80.50%-71.2pp | 172.34%-163.0pp |
| Employer contribution / active EE | $18,188 | $4,890+271.9% | $4,624+293.3% | $4,379+315.3% |
| Participant deferral / active EE | $7,063 | $8,341-15.3% | $8,004-11.8% | $6,730+4.9% |
| Admin fee / account holder | $20,887 | $15,759+32.5% | $14,398+45.1% | $14,365+45.4% |