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 | $258,877 | $68,878+275.9% | $120,574+114.7% | $80,935+219.9% |
| Participation rate | 98.0% | 61.7%+36.4pp | 71.9%+26.1pp | 67.7%+30.4pp |
| Annual return | 4.17% | 23.67%-19.5pp | 107.42%-103.3pp | 35.66%-31.5pp |
| Employer contribution / active EE | $16,089 | $2,065+679.1% | $3,471+363.6% | $2,757+483.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,056 | $5,782-29.8% | $9,445-57.1% | $6,924-41.4% |