Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $411,463 | $180,749+127.6% | $160,784+155.9% | $137,256+199.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.04% | 2234.46%-2232.4pp | 1803.92%-1801.9pp | 220.34%-218.3pp |
| Employer contribution / active EE | $1,523 | $4,155-63.3% | $3,733-59.2% | $4,156-63.4% |
| Participant deferral / active EE | $27,250 | $6,844+298.1% | $6,293+333.0% | $6,407+325.3% |
| Admin fee / account holder | $325 | $10,397-96.9% | $9,717-96.7% | $12,270-97.3% |