Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $443,470 | $124,425+256.4% | $112,040+295.8% | $137,256+223.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.80% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $19,500 | $3,411+471.6% | $2,954+560.1% | $4,156+369.2% |
| Participant deferral / active EE | $19,500 | $5,718+241.0% | $5,098+282.5% | $6,407+204.4% |
| Admin fee / account holder | $3,031 | $15,207-80.1% | $12,098-74.9% | $12,270-75.3% |