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 | $430,886 | $76,407+463.9% | $150,298+186.7% | $82,448+422.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 7.65% | 39.99%-32.3pp | 62.79%-55.1pp | 41.64%-34.0pp |
| Employer contribution / active EE | $5,383 | $2,614+105.9% | $4,154+29.6% | $2,551+111.0% |
| Participant deferral / active EE | $8,182 | $3,214+154.5% | $5,453+50.1% | $4,139+97.7% |
| Admin fee / account holder | $2,371 | $6,352-62.7% | $14,116-83.2% | $7,234-67.2% |