Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $381,409 | $85,060+348.4% | $70,565+440.5% | $139,487+173.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 0.58% | 30.39%-29.8pp | 32.79%-32.2pp | 373.84%-373.3pp |
| Employer contribution / active EE | $7,133 | $3,912+82.3% | $2,976+139.7% | $4,755+50.0% |
| Participant deferral / active EE | $15,719 | $5,891+166.8% | $4,568+244.1% | $6,713+134.2% |
| Admin fee / account holder | $731 | $8,932-91.8% | $6,430-88.6% | $11,407-93.6% |