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 | $284,924 | $145,431+95.9% | $211,142+34.9% | $87,485+225.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.81% | 27.21%-15.4pp | 46.84%-35.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $10,473 | $4,662+124.7% | $6,442+62.6% | $2,596+303.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,765 | $17,052+21.8% | $19,076+8.9% | $7,775+167.1% |