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 | $863,858 | $77,920+1008.6% | $149,723+477.0% | $75,177+1049.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.22% | 31.72%-19.5pp | 134.50%-122.3pp | 160.75%-148.5pp |
| Employer contribution / active EE | $28,358 | $3,138+803.6% | $4,821+488.2% | $2,671+961.7% |
| Participant deferral / active EE | $28,314 | $3,411+730.0% | $5,682+398.3% | $4,126+586.2% |
| Admin fee / account holder | $2,472 | $5,951-58.5% | $13,215-81.3% | $5,651-56.3% |