Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $437,856 | $103,392+323.5% | $87,104+402.7% | $152,897+186.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 2.81% | 28.10%-25.3pp | 28.19%-25.4pp | 345.43%-342.6pp |
| Employer contribution / active EE | $3,111 | $3,221-3.4% | $2,521+23.4% | $4,764-34.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,821 | $12,194+29.7% | $7,491+111.2% | $11,599+36.4% |