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 | $296,381 | $106,749+177.6% | $145,433+103.8% | $82,448+259.5% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 13.11% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,149 | $3,444-8.6% | $4,554-30.9% | $2,551+23.4% |
| Participant deferral / active EE | $9,317 | $6,519+42.9% | $7,897+18.0% | $4,139+125.1% |
| Admin fee / account holder | $109,363 | $8,390+1203.5% | $13,129+733.0% | $7,234+1411.7% |