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 | $435,194 | $93,055+367.7% | $153,741+183.1% | $80,959+437.5% |
| Participation rate | 94.9% | 69.0%+25.9pp | 77.1%+17.8pp | 67.7%+27.2pp |
| Annual return | 8.71% | 19.97%-11.3pp | 15.71%-7.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $28,567 | $3,504+715.3% | $5,042+466.6% | $2,757+936.1% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,757-100.0% | $4,300-100.0% |
| Admin fee / account holder | $82,941 | $8,881+833.9% | $12,749+550.6% | $6,925+1097.6% |