Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $596,394 | $183,539+224.9% | $155,556+283.4% | $145,897+308.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,677 | $5,315-68.5% | $4,675-64.1% | $4,663-64.0% |
| Participant deferral / active EE | $8,872 | $6,467+37.2% | $5,631+57.6% | $6,689+32.6% |
| Admin fee / account holder | $8,740 | $19,275-54.7% | $15,885-45.0% | $13,390-34.7% |