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 | $554,368 | $110,337+402.4% | $102,383+441.5% | $145,877+280.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 3.53% | 24.83%-21.3pp | 24.94%-21.4pp | 551.28%-547.8pp |
| Employer contribution / active EE | $29,460 | $4,216+598.8% | $3,870+661.2% | $4,663+531.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,508 | $9,750-53.8% | $8,391-46.3% | $13,402-66.4% |