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 | $295,950 | $60,442+389.6% | $96,754+205.9% | $87,485+238.3% |
| Participation rate | 76.0% | 58.7%+17.3pp | 70.3%+5.7pp | 68.9%+7.1pp |
| Annual return | 13.29% | 21.97%-8.7pp | 82.04%-68.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,398 | $1,691+41.8% | $2,679-10.5% | $2,596-7.6% |
| Participant deferral / active EE | $4,466 | $3,280+36.2% | $4,758-6.1% | $4,274+4.5% |
| Admin fee / account holder | $4,053 | $5,069-20.1% | $8,905-54.5% | $7,775-47.9% |