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 | $366,311 | $73,955+395.3% | $96,520+279.5% | $75,181+387.2% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 12.74% | 26.72%-14.0pp | 35.72%-23.0pp | 160.69%-147.9pp |
| Employer contribution / active EE | $16,300 | $2,930+456.3% | $3,739+336.0% | $2,671+510.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,328 | $5,217+59.6% | $6,733+23.7% | $5,650+47.4% |