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 | $1,272,955 | $136,860+830.1% | $120,344+957.8% | $154,746+722.6% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 7.50% | 21.38%-13.9pp | 20.30%-12.8pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,000 | $3,533-71.7% | $3,020-66.9% | $4,379-77.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $72,891 | $15,393+373.5% | $12,742+472.1% | $14,365+407.4% |