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 | $313,841 | $81,358+285.8% | $155,556+101.8% | $80,959+287.7% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 9.42% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $4,227 | $3,106+36.1% | $4,675-9.6% | $2,757+53.3% |
| Participant deferral / active EE | $6,047 | $3,455+75.0% | $5,631+7.4% | $4,300+40.6% |
| Admin fee / account holder | $891 | $7,994-88.9% | $15,885-94.4% | $6,925-87.1% |