Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $492,616 | $161,352+205.3% | $134,172+267.2% | $137,256+258.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 5.81% | 28.72%-22.9pp | 25.30%-19.5pp | 220.34%-214.5pp |
| Employer contribution / active EE | $23,096 | $4,099+463.5% | $3,420+575.3% | $4,156+455.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,101 | $15,028-12.8% | $12,016+9.0% | $12,270+6.8% |