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 | $962,734 | $156,398+515.6% | $147,318+553.5% | $138,895+593.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.81% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $20,167 | $4,853+315.5% | $4,593+339.1% | $4,194+380.8% |
| Participant deferral / active EE | $27,700 | $8,237+236.3% | $7,906+250.4% | $6,396+333.1% |
| Admin fee / account holder | $16,667 | $14,976+11.3% | $13,708+21.6% | $12,562+32.7% |