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 | $271,260 | $126,661+114.2% | $113,397+139.2% | $138,895+95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.81% | 25.05%-17.2pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $5,149 | $3,456+49.0% | $2,977+72.9% | $4,194+22.8% |
| Participant deferral / active EE | $5,206 | $5,693-8.6% | $5,076+2.5% | $6,396-18.6% |
| Admin fee / account holder | $56,583 | $14,549+288.9% | $11,957+373.2% | $12,562+350.4% |