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 | $1,328,159 | $94,749+1301.8% | $112,899+1076.4% | $139,466+852.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 40.92%-30.1pp | 34.11%-23.2pp | 373.66%-362.8pp |
| Employer contribution / active EE | $4,575 | $4,630-1.2% | $4,566+0.2% | $4,754-3.8% |
| Participant deferral / active EE | $2,925 | $6,517-55.1% | $6,516-55.1% | $6,712-56.4% |
| Admin fee / account holder | $53,814 | $8,530+530.9% | $7,047+663.6% | $11,409+371.7% |