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 | $250,673 | $87,834+185.4% | $133,975+87.1% | $62,881+298.6% |
| Participation rate | 94.9% | 83.4%+11.5pp | 87.1%+7.9pp | 69.3%+25.6pp |
| Annual return | -0.27% | 12.05%-12.3pp | 29.29%-29.6pp | 20.14%-20.4pp |
| Employer contribution / active EE | $12,292 | $3,482+253.0% | $5,211+135.9% | $2,281+438.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,225 | $5,372-2.7% | $9,324-44.0% | $4,296+21.6% |