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 | $1,400,509 | $97,751+1332.7% | $103,447+1253.8% | $145,877+860.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.14% | 25.43%-16.3pp | 23.92%-14.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,700 | $4,684+0.3% | $4,678+0.5% | $4,663+0.8% |
| Participant deferral / active EE | $2,925 | $6,603-55.7% | $6,624-55.8% | $6,691-56.3% |
| Admin fee / account holder | $70,622 | $12,515+464.3% | $9,415+650.1% | $13,402+426.9% |