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 | $387,363 | $143,969+169.1% | $199,883+93.8% | $82,637+368.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 4.75% | 25.67%-20.9pp | 43.81%-39.1pp | 53.51%-48.8pp |
| Employer contribution / active EE | $14,866 | $4,632+220.9% | $6,261+137.4% | $2,552+482.5% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $31,214 | $14,597+113.8% | $17,268+80.8% | $7,339+325.3% |