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 | $258,224 | $77,416+233.6% | $69,464+271.7% | $152,897+68.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.16% | 39.08%-35.9pp | 28.98%-25.8pp | 345.43%-342.3pp |
| Employer contribution / active EE | $5,632 | $3,315+69.9% | $2,779+102.6% | $4,764+18.2% |
| Participant deferral / active EE | $5,674 | $4,413+28.6% | $3,536+60.5% | $5,851-3.0% |
| Admin fee / account holder | $661 | $6,208-89.4% | $3,840-82.8% | $11,599-94.3% |