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 | $526,158 | $72,486+625.9% | $87,103+504.1% | $72,976+621.0% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 12.49% | 24.46%-12.0pp | 28.19%-15.7pp | 81.02%-68.5pp |
| Employer contribution / active EE | $17,544 | $1,894+826.3% | $2,521+595.8% | $2,440+619.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $27,399 | $5,055+442.1% | $7,491+265.7% | $5,124+434.7% |