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 | $715,385 | $96,558+640.9% | $80,977+783.4% | $273,972+161.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.62% | 15.14%-13.5pp | 17.11%-15.5pp | 41.46%-39.8pp |
| Employer contribution / active EE | $17,500 | $4,869+259.4% | $3,715+371.1% | $4,869+259.4% |
| Participant deferral / active EE | $12,000 | $6,598+81.9% | $5,696+110.7% | $5,287+127.0% |
| Admin fee / account holder | $4,432 | $7,493-40.9% | $5,517-19.7% | $10,133-56.3% |