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 | $436,407 | $181,896+139.9% | $156,551+178.8% | $273,972+59.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.38% | 30.74%-30.4pp | 32.23%-31.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $14,773 | $6,248+136.4% | $5,501+168.5% | $4,869+203.4% |
| Participant deferral / active EE | $6,400 | $5,550+15.3% | $4,871+31.4% | $5,287+21.0% |
| Admin fee / account holder | $3,007 | $15,560-80.7% | $13,028-76.9% | $10,133-70.3% |