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 | $295,429 | $87,733+236.7% | $106,554+177.3% | $85,851+244.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.69% | 21.86%-11.2pp | 26.80%-16.1pp | 318.63%-307.9pp |
| Employer contribution / active EE | $6,923 | $2,073+234.0% | $2,819+145.6% | $2,565+169.9% |
| Participant deferral / active EE | $7,407 | $3,469+113.5% | $4,398+68.4% | $3,952+87.4% |
| Admin fee / account holder | $32,129 | $6,767+374.8% | $7,408+333.7% | $6,261+413.2% |