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 | $281,145 | $93,617+200.3% | $135,982+106.8% | $75,177+274.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.09% | 30.89%-18.8pp | 68.32%-56.2pp | 160.75%-148.7pp |
| Employer contribution / active EE | $15,152 | $3,538+328.2% | $4,859+211.8% | $2,671+467.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,456 | $6,980-7.5% | $10,767-40.0% | $5,651+14.2% |