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 | $1,172,662 | $113,338+934.7% | $94,993+1134.5% | $147,586+694.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 3.92% | 20.80%-16.9pp | 27.14%-23.2pp | 578.59%-574.7pp |
| Employer contribution / active EE | $20,924 | $3,160+562.0% | $2,603+703.7% | $4,876+329.1% |
| Participant deferral / active EE | $21,000 | $3,777+456.0% | $3,317+533.1% | $5,439+286.1% |
| Admin fee / account holder | $37,025 | $6,063+510.7% | $4,960+646.4% | $10,886+240.1% |