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 | $2,015,075 | $138,385+1356.1% | $184,243+993.7% | $80,925+2390.1% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 8.49% | 20.02%-11.5pp | 28.82%-20.3pp | 35.65%-27.2pp |
| Employer contribution / active EE | $54,547 | $4,851+1024.5% | $6,427+748.7% | $2,756+1879.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $82,519 | $10,489+686.7% | $13,914+493.1% | $6,940+1089.0% |