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 | $290,844 | $77,638+274.6% | $156,551+85.8% | $62,881+362.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.28% | 50.33%-50.0pp | 32.23%-31.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $8,781 | $3,444+155.0% | $5,501+59.6% | $2,281+285.0% |
| Participant deferral / active EE | $5,086 | $3,046+67.0% | $4,871+4.4% | $3,203+58.8% |
| Admin fee / account holder | $3,109 | $5,561-44.1% | $13,028-76.1% | $4,296-27.6% |