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 | $3,467,354 | $183,516+1789.4% | $155,534+2129.3% | $145,884+2276.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.13% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $10,625 | $5,315+99.9% | $4,675+127.3% | $4,662+127.9% |
| Participant deferral / active EE | $10,881 | $6,467+68.3% | $5,630+93.2% | $6,690+62.6% |
| Admin fee / account holder | $30,843 | $19,293+59.9% | $15,900+94.0% | $13,392+130.3% |