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 | $292,793 | $81,276+260.2% | $155,574+88.2% | $80,925+261.8% |
| Participation rate | 86.5% | 66.2%+20.2pp | 78.2%+8.3pp | 67.7%+18.8pp |
| Annual return | 9.89% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $8,496 | $3,103+173.8% | $4,676+81.7% | $2,756+208.3% |
| Participant deferral / active EE | $6,835 | $3,453+97.9% | $5,629+21.4% | $4,299+59.0% |
| Admin fee / account holder | $5,199 | $7,993-35.0% | $15,914-67.3% | $6,940-25.1% |