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 | $2,001,560 | $154,365+1196.6% | $130,231+1436.9% | $139,466+1335.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 8.53% | 30.53%-22.0pp | 38.86%-30.3pp | 373.66%-365.1pp |
| Employer contribution / active EE | $18,750 | $5,170+262.7% | $4,126+354.5% | $4,754+294.4% |
| Participant deferral / active EE | $15,000 | $8,498+76.5% | $6,799+120.6% | $6,712+123.5% |
| Admin fee / account holder | $12,316 | $9,214+33.7% | $6,020+104.6% | $11,409+7.9% |