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 | $3,532,270 | $211,239+1572.2% | $178,528+1878.5% | $145,877+2321.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.09% | 30.22%-27.1pp | 27.11%-24.0pp | 551.28%-548.2pp |
| Employer contribution / active EE | $40,767 | $4,570+792.0% | $3,950+932.0% | $4,663+774.3% |
| Participant deferral / active EE | $28,000 | $6,963+302.2% | $6,278+346.0% | $6,691+318.5% |
| Admin fee / account holder | $87,786 | $12,095+625.8% | $10,419+742.6% | $13,402+555.0% |