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 | $252,462 | $138,366+82.5% | $184,185+37.1% | $80,911+212.0% |
| Participation rate | 98.8% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 0.40% | 20.02%-19.6pp | 28.81%-28.4pp | 35.63%-35.2pp |
| Employer contribution / active EE | $28,488 | $4,849+487.6% | $6,426+343.4% | $2,756+933.8% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $100,992 | $10,484+863.3% | $13,909+626.1% | $6,935+1356.3% |