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 | $260,217 | $81,276+220.2% | $155,574+67.3% | $80,925+221.6% |
| Participation rate | 88.9% | 66.2%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 9.30% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $6,556 | $3,103+111.3% | $4,676+40.2% | $2,756+137.8% |
| Participant deferral / active EE | $8,423 | $3,453+144.0% | $5,629+49.6% | $4,299+96.0% |
| Admin fee / account holder | $3,443 | $7,993-56.9% | $15,914-78.4% | $6,940-50.4% |