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 | $1,201,387 | $211,946+466.8% | $169,452+609.0% | $135,380+787.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.12% | 3.26%-14.4pp | 1.83%-12.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $4,600 | $5,117-10.1% | $4,157+10.7% | $4,779-3.7% |
| Participant deferral / active EE | $4,600 | $6,075-24.3% | $5,277-12.8% | $5,609-18.0% |
| Admin fee / account holder | $47,382 | $11,472+313.0% | $9,110+420.1% | $10,828+337.6% |