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 | $268,132 | $106,749+151.2% | $145,433+84.4% | $82,448+225.2% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 13.82% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,256 | $3,444-5.5% | $4,554-28.5% | $2,551+27.6% |
| Participant deferral / active EE | $10,581 | $6,519+62.3% | $7,897+34.0% | $4,139+155.6% |
| Admin fee / account holder | $7,485 | $8,390-10.8% | $13,129-43.0% | $7,234+3.5% |