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 | $551,660 | $172,111+220.5% | $150,298+267.0% | $137,256+301.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.27% | 69.37%-66.1pp | 62.79%-59.5pp | 220.34%-217.1pp |
| Employer contribution / active EE | $30,296 | $4,636+553.5% | $4,154+629.3% | $4,156+629.0% |
| Participant deferral / active EE | $26,084 | $6,166+323.0% | $5,453+378.4% | $6,407+307.1% |
| Admin fee / account holder | $2,024,833 | $16,471+12193.4% | $14,116+14244.5% | $12,270+16402.1% |