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 | $290,012 | $110,212+163.1% | $96,534+200.4% | $139,466+107.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.52% | 26.42%-21.9pp | 25.88%-21.4pp | 373.66%-369.1pp |
| Employer contribution / active EE | $17,912 | $3,620+394.8% | $2,965+504.0% | $4,754+276.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,255 | $11,599-54.7% | $8,253-36.3% | $11,409-53.9% |