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 | $274,327 | $48,364+467.2% | $71,796+282.1% | $62,881+336.3% |
| Participation rate | 96.2% | 60.6%+35.5pp | 69.1%+27.0pp | 69.3%+26.8pp |
| Annual return | 4.23% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $15,225 | $1,042+1361.3% | $1,924+691.1% | $2,281+567.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,567 | $3,771-58.4% | $4,815-67.5% | $4,296-63.5% |