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 | $318,318 | $75,541+321.4% | $152,093+109.3% | $82,637+285.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.91% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $26,818 | $2,622+922.7% | $4,175+542.4% | $2,552+950.8% |
| Participant deferral / active EE | $16,641 | $3,206+419.1% | $5,451+205.3% | $4,126+303.3% |
| Admin fee / account holder | $13,915 | $6,405+117.3% | $14,497-4.0% | $7,339+89.6% |