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 | $581,881 | $172,111+238.1% | $150,298+287.2% | $137,256+323.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.05% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $45,100 | $4,636+872.8% | $4,154+985.7% | $4,156+985.2% |
| Participant deferral / active EE | $23,167 | $6,166+275.7% | $5,453+324.9% | $6,407+261.6% |
| Admin fee / account holder | $4,553 | $16,471-72.4% | $14,116-67.7% | $12,270-62.9% |