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 | $268,369 | $103,393+159.6% | $87,103+208.1% | $152,909+75.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 7.02% | 28.10%-21.1pp | 28.19%-21.2pp | 345.46%-338.4pp |
| Employer contribution / active EE | $11,898 | $3,221+269.4% | $2,521+371.9% | $4,764+149.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,649 | $12,195-61.9% | $7,491-37.9% | $11,601-59.9% |