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 | $784,903 | $99,875+685.9% | $146,866+434.4% | $86,983+802.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.65% | 28.10%-16.4pp | 102.85%-91.2pp | 25.83%-14.2pp |
| Employer contribution / active EE | $23,684 | $3,224+634.6% | $4,425+435.3% | $2,584+816.4% |
| Participant deferral / active EE | $12,025 | $6,322+90.2% | $7,759+55.0% | $4,194+186.7% |
| Admin fee / account holder | $1,622 | $7,838-79.3% | $13,620-88.1% | $7,856-79.4% |