Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,189,738 | $172,111+591.3% | $150,298+691.6% | $137,256+766.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.87% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $26,564 | $4,636+473.0% | $4,154+539.5% | $4,156+539.2% |
| Participant deferral / active EE | $18,600 | $6,166+201.7% | $5,453+241.1% | $6,407+190.3% |
| Admin fee / account holder | $99,897 | $16,471+506.5% | $14,116+607.7% | $12,270+714.1% |