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 | $764,246 | $183,592+316.3% | $155,567+391.3% | $145,959+423.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.22% | 61.24%-54.0pp | 64.74%-57.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $1,491 | $5,315-72.0% | $4,674-68.1% | $4,661-68.0% |
| Participant deferral / active EE | $4,708 | $6,464-27.2% | $5,628-16.3% | $6,689-29.6% |
| Admin fee / account holder | $22,472 | $19,318+16.3% | $15,916+41.2% | $13,398+67.7% |