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 | $506,888 | $123,793+309.5% | $177,827+185.0% | $79,858+534.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.16% | 22.82%-17.7pp | 48.32%-43.2pp | 31.72%-26.6pp |
| Employer contribution / active EE | $36,626 | $4,095+794.4% | $5,918+518.9% | $2,471+1382.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $72,295 | $7,243+898.2% | $12,429+481.7% | $5,306+1262.5% |