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 | $590,996 | $108,825+443.1% | $156,181+278.4% | $82,448+616.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.46% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $36,368 | $2,870+1167.3% | $4,294+747.0% | $2,551+1325.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,982 | $9,341+71.1% | $14,586+9.6% | $7,234+120.9% |