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 | $271,248 | $97,289+178.8% | $92,805+192.3% | $155,188+74.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 8.70% | 29.03%-20.3pp | 31.59%-22.9pp | 148.84%-140.1pp |
| Employer contribution / active EE | $13,109 | $3,632+260.9% | $3,424+282.8% | $4,248+208.6% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $50,695 | $12,015+321.9% | $10,911+364.6% | $14,480+250.1% |