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 | $541,125 | $111,814+383.9% | $103,378+423.4% | $145,978+270.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.85% | 24.80%-23.0pp | 24.91%-23.1pp | 550.52%-548.7pp |
| Employer contribution / active EE | $24,739 | $4,215+486.9% | $3,870+539.2% | $4,662+430.7% |
| Participant deferral / active EE | $15,061 | $5,618+168.1% | $5,058+197.8% | $6,690+125.1% |
| Admin fee / account holder | $482 | $9,764-95.1% | $8,401-94.3% | $13,400-96.4% |