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 | $890,624 | $67,602+1217.5% | $82,312+982.0% | $70,126+1170.0% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.0pp |
| Annual return | 10.18% | 21.57%-11.4pp | 25.88%-15.7pp | 73.15%-63.0pp |
| Employer contribution / active EE | $7,204 | $1,755+310.5% | $2,428+196.7% | $2,343+207.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,796 | $4,512+272.3% | $5,608+199.5% | $4,645+261.6% |