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 | $274,644 | $149,778+83.4% | $118,946+130.9% | $158,966+72.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.88% | 19.95%-19.1pp | 35.89%-35.0pp | 302.95%-302.1pp |
| Employer contribution / active EE | $6,578 | $4,117+59.8% | $3,263+101.6% | $4,762+38.1% |
| Participant deferral / active EE | $8,000 | $5,225+53.1% | $4,266+87.5% | $5,983+33.7% |
| Admin fee / account holder | $17,222 | $8,604+100.2% | $6,581+161.7% | $11,250+53.1% |