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 | $382,226 | $114,712+233.2% | $173,730+120.0% | $87,485+336.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 10.53% | 20.18%-9.7pp | 19.96%-9.4pp | 26.06%-15.5pp |
| Employer contribution / active EE | $20,754 | $2,904+614.7% | $4,577+353.4% | $2,596+699.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $95,003 | $10,210+830.5% | $17,523+442.1% | $7,775+1121.9% |