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 | $630,933 | $174,379+261.8% | $152,093+314.8% | $138,895+354.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.40% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,866 | $4,652-59.9% | $4,175-55.3% | $4,194-55.5% |
| Participant deferral / active EE | $4,725 | $6,159-23.3% | $5,451-13.3% | $6,396-26.1% |
| Admin fee / account holder | $276,100 | $16,880+1535.7% | $14,497+1804.6% | $12,562+2097.9% |