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 | $845,269 | $210,991+300.6% | $153,741+449.8% | $145,897+479.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.72% | 13.46%-12.7pp | 15.71%-15.0pp | 552.29%-551.6pp |
| Employer contribution / active EE | $17,063 | $6,057+181.7% | $5,042+238.4% | $4,663+265.9% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30,130 | $19,490+54.6% | $12,749+136.3% | $13,390+125.0% |