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 | $371,374 | $185,312+100.4% | $161,489+130.0% | $154,746+140.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.98% | 103.84%-95.9pp | 89.72%-81.7pp | 172.34%-164.4pp |
| Employer contribution / active EE | $3,957 | $4,769-17.0% | $4,268-7.3% | $4,379-9.6% |
| Participant deferral / active EE | $10,346 | $6,350+62.9% | $5,630+83.8% | $6,730+53.7% |
| Admin fee / account holder | $3,470 | $18,654-81.4% | $16,006-78.3% | $14,365-75.8% |