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 | $1,841,884 | $183,592+903.3% | $155,574+1083.9% | $145,877+1162.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $7,500 | $5,317+41.1% | $4,676+60.4% | $4,663+60.8% |
| Participant deferral / active EE | $25,500 | $6,466+294.4% | $5,629+353.0% | $6,691+281.1% |
| Admin fee / account holder | $36,220 | $19,316+87.5% | $15,914+127.6% | $13,402+170.3% |