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 | $346,429 | $81,358+325.8% | $155,556+122.7% | $80,959+327.9% |
| Participation rate | 70.0% | 66.3%+3.7pp | 78.2%-8.2pp | 67.7%+2.3pp |
| Annual return | 9.87% | 33.39%-23.5pp | 64.84%-55.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,816 | $3,106-9.4% | $4,675-39.8% | $2,757+2.1% |
| Participant deferral / active EE | $5,039 | $3,455+45.8% | $5,631-10.5% | $4,300+17.2% |
| Admin fee / account holder | $3,909 | $7,994-51.1% | $15,885-75.4% | $6,925-43.6% |