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 | $1,608,654 | $111,535+1342.3% | $105,223+1428.8% | $137,256+1072.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.40% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $21,865 | $3,939+455.0% | $3,689+492.8% | $4,156+426.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $61,815 | $9,721+535.9% | $8,859+597.8% | $12,270+403.8% |