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 | $374,291 | $201,264+86.0% | $184,185+103.2% | $145,978+156.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.93% | 29.00%-30.9pp | 28.81%-30.7pp | 550.52%-552.4pp |
| Employer contribution / active EE | $33,141 | $7,021+372.0% | $6,426+415.8% | $4,662+610.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $21,766 | $16,376+32.9% | $13,909+56.5% | $13,400+62.4% |