Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $961,375 | $174,379+451.3% | $152,093+532.1% | $138,895+592.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.34% | 74.86%-70.5pp | 66.36%-62.0pp | 145.39%-141.1pp |
| Employer contribution / active EE | $26,250 | $4,652+464.3% | $4,175+528.8% | $4,194+525.9% |
| Participant deferral / active EE | $15,500 | $6,159+151.7% | $5,451+184.3% | $6,396+142.3% |
| Admin fee / account holder | $2,629 | $16,880-84.4% | $14,497-81.9% | $12,562-79.1% |