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 | $527,845 | $106,524+395.5% | $152,301+246.6% | $87,485+503.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 11.72% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $23,758 | $3,371+604.7% | $4,624+413.7% | $2,596+815.1% |
| Participant deferral / active EE | $13,458 | $6,525+106.3% | $8,004+68.1% | $4,274+214.9% |
| Admin fee / account holder | $96,884 | $8,287+1069.2% | $14,398+572.9% | $7,775+1146.1% |