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 | $308,868 | $106,749+189.3% | $145,433+112.4% | $82,448+274.6% |
| Participation rate | 74.4% | 75.6%-1.3pp | 82.1%-7.8pp | 68.1%+6.3pp |
| Annual return | 11.83% | 27.59%-15.8pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,337 | $3,444-61.2% | $4,554-70.6% | $2,551-47.6% |
| Participant deferral / active EE | $7,703 | $6,519+18.2% | $7,897-2.5% | $4,139+86.1% |
| Admin fee / account holder | $42,335 | $8,390+404.6% | $13,129+222.5% | $7,234+485.2% |