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 | $304,469 | $93,617+225.2% | $135,982+123.9% | $75,177+305.0% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 14.67% | 30.89%-16.2pp | 68.32%-53.7pp | 160.75%-146.1pp |
| Employer contribution / active EE | $13,601 | $3,538+284.4% | $4,859+179.9% | $2,671+409.2% |
| Participant deferral / active EE | $9,932 | $6,406+55.0% | $7,760+28.0% | $4,126+140.7% |
| Admin fee / account holder | $15,611 | $6,980+123.7% | $10,767+45.0% | $5,651+176.2% |