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 | $1,660,756 | $167,353+892.4% | $143,797+1054.9% | $134,545+1134.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.91% | 0.48%-23.4pp | -0.04%-22.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,032 | $5,620-63.8% | $4,952-59.0% | $4,742-57.1% |
| Participant deferral / active EE | $10,434 | $6,447+61.8% | $5,638+85.1% | $6,401+63.0% |
| Admin fee / account holder | $25,464 | $18,096+40.7% | $14,679+73.5% | $11,431+122.8% |