Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,060,253 | $182,442+481.1% | $163,379+549.0% | $138,895+663.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 6.92% | 72.74%-65.8pp | 63.41%-56.5pp | 145.39%-138.5pp |
| Employer contribution / active EE | $31,000 | $4,159+645.3% | $3,752+726.1% | $4,194+639.1% |
| Participant deferral / active EE | $23,625 | $6,817+246.6% | $6,282+276.1% | $6,396+269.4% |
| Admin fee / account holder | $10,513 | $10,396+1.1% | $9,818+7.1% | $12,562-16.3% |