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 | $77,492+375.6% | $100,398+267.1% | $80,911+355.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 1.04% | 37.23%-36.2pp | 49.32%-48.3pp | 35.63%-34.6pp |
| Employer contribution / active EE | $12,538 | $2,800+347.8% | $3,946+217.8% | $2,756+355.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $8,084-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,110 | $5,892+20.7% | $7,893-9.9% | $6,935+2.5% |