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 | $271,951 | $76,407+255.9% | $150,298+80.9% | $82,448+229.8% |
| Participation rate | 91.3% | 66.4%+24.9pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 11.22% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $6,796 | $2,614+160.0% | $4,154+63.6% | $2,551+166.4% |
| Participant deferral / active EE | $9,696 | $3,214+201.6% | $5,453+77.8% | $4,139+134.2% |
| Admin fee / account holder | $108,233 | $6,352+1603.9% | $14,116+666.8% | $7,234+1396.1% |