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 | $1,081,506 | $138,393+681.5% | $184,256+487.0% | $80,959+1235.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.73% | 20.01%-9.3pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $49,566 | $4,847+922.5% | $6,427+671.2% | $2,757+1697.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,351 | $10,489+36.8% | $13,899+3.2% | $6,925+107.2% |