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 | $890,195 | $70,366+1165.1% | $66,674+1235.2% | $138,895+540.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.34% | 386.41%-379.1pp | 321.24%-313.9pp | 145.39%-138.1pp |
| Employer contribution / active EE | $12,978 | $2,765+369.4% | $2,620+395.3% | $4,194+209.4% |
| Participant deferral / active EE | $22,280 | $4,374+409.4% | $4,084+445.5% | $6,396+248.3% |
| Admin fee / account holder | $14,813 | $5,262+181.5% | $5,098+190.6% | $12,562+17.9% |