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 | $835,036 | $177,156+371.4% | $147,027+467.9% | $154,746+439.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.34% | 21.94%-14.6pp | 20.23%-12.9pp | 172.34%-165.0pp |
| Employer contribution / active EE | $4,502 | $4,336+3.8% | $3,626+24.1% | $4,379+2.8% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $28,152 | $14,904+88.9% | $12,223+130.3% | $14,365+96.0% |