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 | $272,602 | $85,171+220.1% | $172,752+57.8% | $72,975+273.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.54% | 27.32%-21.8pp | 802.97%-797.4pp | 81.01%-75.5pp |
| Employer contribution / active EE | $16,455 | $3,324+395.0% | $5,144+219.9% | $2,440+574.4% |
| Participant deferral / active EE | $10,555 | $3,260+223.8% | $5,198+103.1% | $3,608+192.6% |
| Admin fee / account holder | $4,254 | $5,880-27.7% | $13,955-69.5% | $5,124-17.0% |