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 | $725,546 | $57,590+1159.8% | $86,233+741.4% | $82,448+780.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 7.63% | 22.41%-14.8pp | 61.39%-53.8pp | 41.64%-34.0pp |
| Employer contribution / active EE | $16,402 | $1,655+890.9% | $2,504+554.9% | $2,551+543.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $21,686 | $4,730+358.4% | $8,342+160.0% | $7,234+199.8% |