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 | $255,920 | $101,795+151.4% | $165,100+55.0% | $80,959+216.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.19% | 16.73%-9.5pp | 70.21%-63.0pp | 35.67%-28.5pp |
| Employer contribution / active EE | $4,379 | $2,954+48.3% | $4,348+0.7% | $2,757+58.8% |
| Participant deferral / active EE | $5,215 | $4,476+16.5% | $6,035-13.6% | $4,300+21.3% |
| Admin fee / account holder | $9,993 | $8,221+21.6% | $12,696-21.3% | $6,925+44.3% |