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 | $505,394 | $183,516+175.4% | $155,534+224.9% | $145,884+246.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.70% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $20,261 | $5,315+281.2% | $4,675+333.4% | $4,662+334.6% |
| Participant deferral / active EE | $16,663 | $6,467+157.7% | $5,630+196.0% | $6,690+149.1% |
| Admin fee / account holder | $76,300 | $19,293+295.5% | $15,900+379.9% | $13,392+469.8% |