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 | $275,829 | $172,111+60.3% | $150,298+83.5% | $137,256+101.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.07% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,992 | $4,636-35.5% | $4,154-28.0% | $4,156-28.0% |
| Participant deferral / active EE | $3,393 | $6,166-45.0% | $5,453-37.8% | $6,407-47.0% |
| Admin fee / account holder | $14,494 | $16,471-12.0% | $14,116+2.7% | $12,270+18.1% |