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 | $300,628 | $107,666+179.2% | $102,184+194.2% | $154,746+94.3% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 8.83% | 29.33%-20.5pp | 31.58%-22.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $44,755 | $3,846+1063.6% | $3,594+1145.4% | $4,379+922.0% |
| Participant deferral / active EE | $3,998 | $8,719-54.2% | $8,309-51.9% | $6,730-40.6% |
| Admin fee / account holder | $4,393 | $12,943-66.1% | $11,609-62.2% | $14,365-69.4% |