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 | $301,480 | $99,875+201.9% | $146,866+105.3% | $86,983+246.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.88% | 28.10%-26.2pp | 102.85%-101.0pp | 25.83%-23.9pp |
| Employer contribution / active EE | $22,235 | $3,224+589.6% | $4,425+402.5% | $2,584+760.3% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,925 | $7,838+1.1% | $13,620-41.8% | $7,856+0.9% |