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 | $335,800 | $81,331+312.9% | $155,534+115.9% | $80,935+314.9% |
| Participation rate | 83.0% | 66.3%+16.7pp | 78.2%+4.8pp | 67.7%+15.3pp |
| Annual return | 8.23% | 33.37%-25.1pp | 64.92%-56.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $12,804 | $3,105+312.4% | $4,675+173.9% | $2,757+364.5% |
| Participant deferral / active EE | $6,901 | $3,454+99.8% | $5,630+22.6% | $4,299+60.5% |
| Admin fee / account holder | $10,333 | $7,999+29.2% | $15,900-35.0% | $6,924+49.2% |