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 | $1,552,047 | $159,978+870.2% | $147,041+955.5% | $145,978+963.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $10,650 | $5,288+101.4% | $4,935+115.8% | $4,662+128.5% |
| Participant deferral / active EE | $33,000 | $8,429+291.5% | $8,071+308.9% | $6,690+393.3% |
| Admin fee / account holder | $7,394 | $15,053-50.9% | $13,006-43.2% | $13,400-44.8% |