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 | $401,834 | $215,361+86.6% | $171,082+134.9% | $273,972+46.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.80% | 25.14%-24.3pp | 32.56%-31.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $32,123 | $4,967+546.7% | $4,002+702.7% | $4,869+559.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,577 | $10,846+16.0% | $8,520+47.6% | $10,133+24.1% |