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 | $368,527 | $77,472+375.7% | $100,415+267.0% | $80,959+355.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 1.04% | 37.26%-36.2pp | 49.47%-48.4pp | 35.67%-34.6pp |
| Employer contribution / active EE | $12,538 | $2,800+347.8% | $3,943+218.0% | $2,757+354.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,110 | $5,885+20.8% | $7,906-10.1% | $6,925+2.7% |