Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $358,426 | $83,485+329.3% | $125,195+186.3% | $72,976+391.2% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 9.42% | 25.77%-16.3pp | 43.79%-34.4pp | 81.02%-71.6pp |
| Employer contribution / active EE | $9,366 | $2,346+299.3% | $3,866+142.2% | $2,440+283.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,206 | $5,518+12.5% | $9,704-36.0% | $5,124+21.1% |