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 | $298,123 | $135,956+119.3% | $123,894+140.6% | $273,972+8.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.71% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $11,137 | $5,170+115.4% | $4,617+141.2% | $4,869+128.7% |
| Participant deferral / active EE | $10,850 | $6,343+71.1% | $5,984+81.3% | $5,287+105.2% |
| Admin fee / account holder | $2,808 | $9,817-71.4% | $8,357-66.4% | $10,133-72.3% |