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 | $1,432,572 | $183,592+680.3% | $155,567+820.9% | $145,959+881.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $69,000 | $5,315+1198.3% | $4,674+1376.2% | $4,661+1380.4% |
| Participant deferral / active EE | $2,500 | $6,464-61.3% | $5,628-55.6% | $6,689-62.6% |
| Admin fee / account holder | $1,324,880 | $19,318+6758.2% | $15,916+8224.0% | $13,398+9788.8% |