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 | $268,967 | $68,681+291.6% | $86,615+210.5% | $85,847+213.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.94% | 20.12%-9.2pp | 63.51%-52.6pp | 318.61%-307.7pp |
| Employer contribution / active EE | $7,536 | $1,880+300.8% | $2,496+202.0% | $2,565+193.8% |
| Participant deferral / active EE | $6,318 | $2,919+116.4% | $3,699+70.8% | $3,952+59.9% |
| Admin fee / account holder | $4,765 | $5,974-20.2% | $5,830-18.3% | $6,261-23.9% |