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 | $1,408,437 | $81,358+1631.2% | $155,556+805.4% | $80,959+1639.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.92% | 33.39%-23.5pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $36,205 | $3,106+1065.5% | $4,675+674.4% | $2,757+1213.1% |
| Participant deferral / active EE | $24,802 | $3,455+617.8% | $5,631+340.5% | $4,300+476.8% |
| Admin fee / account holder | $115,660 | $7,994+1346.9% | $15,885+628.1% | $6,925+1570.1% |