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 | $1,913,897 | $91,167+1999.3% | $178,498+972.2% | $79,858+2296.6% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 9.37% | 24.19%-14.8pp | 151.09%-141.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $29,746 | $3,255+813.8% | $5,011+493.6% | $2,471+1103.8% |
| Participant deferral / active EE | $17,189 | $3,236+431.2% | $5,202+230.4% | $3,740+359.6% |
| Admin fee / account holder | $42,382 | $6,747+528.1% | $13,985+203.0% | $5,306+698.8% |