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 | $720,523 | $212,386+239.3% | $199,883+260.5% | $138,895+418.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.05% | 47.75%-36.7pp | 43.81%-32.8pp | 145.39%-134.3pp |
| Employer contribution / active EE | $18,271 | $6,625+175.8% | $6,261+191.8% | $4,194+335.6% |
| Participant deferral / active EE | $18,320 | $9,617+90.5% | $9,138+100.5% | $6,396+186.4% |
| Admin fee / account holder | $1,785 | $18,233-90.2% | $17,268-89.7% | $12,562-85.8% |