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 | $399,913 | $97,289+311.1% | $92,805+330.9% | $155,188+157.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 5.20% | 29.03%-23.8pp | 31.59%-26.4pp | 148.84%-143.6pp |
| Employer contribution / active EE | $7,936 | $3,632+118.5% | $3,424+131.8% | $4,248+86.8% |
| Participant deferral / active EE | $19,080 | $8,795+116.9% | $8,448+125.9% | $6,531+192.1% |
| Admin fee / account holder | $72,348 | $12,015+502.2% | $10,911+563.1% | $14,480+399.6% |