Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $314,737 | $81,504+286.2% | $102,437+207.2% | $80,959+288.8% |
| Participation rate | 94.7% | 66.9%+27.9pp | 74.5%+20.2pp | 67.7%+27.1pp |
| Annual return | 5.75% | 25.60%-19.8pp | 24.95%-19.2pp | 35.67%-29.9pp |
| Employer contribution / active EE | $10,311 | $3,104+232.2% | $3,871+166.4% | $2,757+274.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,185 | $6,719-52.6% | $8,388-62.0% | $6,925-54.0% |