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 | $285,014 | $60,349+372.3% | $74,184+284.2% | $62,881+353.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.54% | 21.38%-17.8pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $9,069 | $1,680+439.8% | $2,370+282.7% | $2,281+297.6% |
| Participant deferral / active EE | $10,831 | $2,856+279.2% | $3,550+205.1% | $3,203+238.2% |
| Admin fee / account holder | $4,587 | $4,261+7.6% | $5,586-17.9% | $4,296+6.8% |