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 | $638,559 | $148,629+329.6% | $135,982+369.6% | $139,487+357.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.62% | 79.33%-72.7pp | 68.32%-61.7pp | 373.84%-367.2pp |
| Employer contribution / active EE | $47,951 | $5,247+814.0% | $4,859+886.8% | $4,755+908.5% |
| Participant deferral / active EE | $19,500 | $8,102+140.7% | $7,760+151.3% | $6,713+190.5% |
| Admin fee / account holder | $32,575 | $12,406+162.6% | $10,767+202.5% | $11,407+185.6% |