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 | $278,785 | $93,064+199.6% | $74,577+273.8% | $273,972+1.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.18% | 26.18%-26.4pp | 20.47%-20.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $12,914 | $3,160+308.7% | $2,525+411.4% | $4,869+165.2% |
| Participant deferral / active EE | $9,408 | $4,160+126.1% | $3,458+172.0% | $5,287+77.9% |
| Admin fee / account holder | $350,610 | $5,273+6549.1% | $4,138+8372.9% | $10,133+3360.2% |