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 | $363,605 | $117,904+208.4% | $102,457+254.9% | $145,978+149.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.72% | 31.80%-26.1pp | 29.41%-23.7pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,817 | $3,613-49.7% | $3,022-39.9% | $4,662-61.0% |
| Participant deferral / active EE | $7,846 | $5,733+36.8% | $5,054+55.2% | $6,690+17.3% |
| Admin fee / account holder | $5,210 | $13,329-60.9% | $9,451-44.9% | $13,400-61.1% |