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 | $829,728 | $211,105+293.0% | $178,449+365.0% | $145,978+468.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 30.19%-23.1pp | 27.09%-20.0pp | 550.52%-543.4pp |
| Employer contribution / active EE | $46,000 | $4,569+906.9% | $3,951+1064.3% | $4,662+886.7% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,277+385.9% | $6,690+355.9% |
| Admin fee / account holder | $6,002 | $12,017-50.1% | $10,362-42.1% | $13,400-55.2% |