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 | $312,719 | $162,967+91.9% | $135,792+130.3% | $138,895+125.1% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.6%-72.6pp | 79.9%-79.9pp |
| Annual return | 0.36% | 30.08%-29.7pp | 25.96%-25.6pp | 145.39%-145.0pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,206 | $15,306-92.1% | $12,266-90.2% | $12,562-90.4% |