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 | $395,269 | $138,312+185.8% | $122,979+221.4% | $155,188+154.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 4.76% | 22.06%-17.3pp | 20.12%-15.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,558 | $3,530-55.9% | $3,062-49.1% | $4,248-63.3% |
| Participant deferral / active EE | $16,413 | $5,592+193.5% | $5,003+228.1% | $6,531+151.3% |
| Admin fee / account holder | $49,613 | $15,089+228.8% | $12,864+285.7% | $14,480+242.6% |