Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $685,873 | $135,956+404.5% | $123,894+453.6% | $273,972+150.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.45% | 56.63%-61.1pp | 47.52%-52.0pp | 41.46%-45.9pp |
| Employer contribution / active EE | $38,905 | $5,170+652.6% | $4,617+742.7% | $4,869+699.1% |
| Participant deferral / active EE | $11,864 | $6,343+87.1% | $5,984+98.3% | $5,287+124.4% |
| Admin fee / account holder | $18,126 | $9,817+84.6% | $8,357+116.9% | $10,133+78.9% |