Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $757,947 | $110,337+586.9% | $102,383+640.3% | $145,877+419.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.20% | 24.83%-18.6pp | 24.94%-18.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $60,000 | $4,216+1323.2% | $3,870+1450.3% | $4,663+1186.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,098 | $9,750-68.2% | $8,391-63.1% | $13,402-76.9% |