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 | $266,750 | $72,486+268.0% | $87,103+206.2% | $72,976+265.5% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 14.99% | 24.46%-9.5pp | 28.19%-13.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $3,223 | $1,894+70.2% | $2,521+27.8% | $2,440+32.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,171 | $5,055+81.4% | $7,491+22.4% | $5,124+79.0% |