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 | $1,350,883 | $157,276+758.9% | $141,177+856.9% | $152,885+783.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.74% | 64.33%-55.6pp | 71.40%-62.7pp | 345.39%-336.7pp |
| Employer contribution / active EE | $7,452 | $5,262+41.6% | $4,736+57.4% | $4,763+56.4% |
| Participant deferral / active EE | $22,000 | $7,110+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $3,342 | $12,123-72.4% | $10,263-67.4% | $11,598-71.2% |