Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $558,615 | $172,111+224.6% | $150,298+271.7% | $137,256+307.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.65% | 69.37%-62.7pp | 62.79%-56.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $3,135 | $4,636-32.4% | $4,154-24.5% | $4,156-24.6% |
| Participant deferral / active EE | $17,339 | $6,166+181.2% | $5,453+218.0% | $6,407+170.6% |
| Admin fee / account holder | $23,048 | $16,471+39.9% | $14,116+63.3% | $12,270+87.8% |