Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $792,905 | $106,864+642.0% | $147,318+438.2% | $82,637+859.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.28% | 27.49%-14.2pp | 70.43%-57.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $30,997 | $3,417+807.3% | $4,593+574.9% | $2,552+1114.6% |
| Participant deferral / active EE | $19,122 | $6,496+194.4% | $7,906+141.9% | $4,126+363.4% |
| Admin fee / account holder | $8,858 | $8,415+5.3% | $13,708-35.4% | $7,339+20.7% |