Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $272,936 | $65,395+317.4% | $182,531+49.5% | $72,983+274.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 10.72% | 27.68%-17.0pp | 148.57%-137.9pp | 81.01%-70.3pp |
| Employer contribution / active EE | $9,302 | $1,911+386.7% | $4,075+128.3% | $2,440+281.3% |
| Participant deferral / active EE | $4,167 | $3,563+17.0% | $5,525-24.6% | $3,608+15.5% |
| Admin fee / account holder | $80,951 | $4,245+1807.1% | $8,593+842.1% | $5,124+1479.8% |