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 | $266,682 | $99,345+168.4% | $84,753+214.7% | $273,972-2.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 1.10% | 22.93%-21.8pp | 22.78%-21.7pp | 41.46%-40.4pp |
| Employer contribution / active EE | $11,956 | $4,214+183.7% | $3,574+234.5% | $4,869+145.6% |
| Participant deferral / active EE | $3,575 | $4,270-16.3% | $3,712-3.7% | $5,287-32.4% |
| Admin fee / account holder | $6,613 | $6,645-0.5% | $5,333+24.0% | $10,133-34.7% |