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 | $336,186 | $56,894+490.9% | $84,753+296.7% | $62,881+434.6% |
| Participation rate | 93.3% | 68.5%+24.8pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | -2.98% | 6.30%-9.3pp | 22.78%-25.8pp | 20.14%-23.1pp |
| Employer contribution / active EE | $10,702 | $2,400+346.0% | $3,574+199.4% | $2,281+369.2% |
| Participant deferral / active EE | $2,627 | $2,709-3.0% | $3,712-29.2% | $3,203-18.0% |
| Admin fee / account holder | $547 | $3,581-84.7% | $5,333-89.7% | $4,296-87.3% |