Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $796,564 | $86,938+816.2% | $102,423+677.7% | $80,925+884.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 2.23% | 18.89%-16.7pp | 29.42%-27.2pp | 35.65%-33.4pp |
| Employer contribution / active EE | $5,497 | $2,369+132.0% | $3,023+81.9% | $2,756+99.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,899 | $8,053-51.6% | $9,455-58.8% | $6,940-43.8% |