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 | $292,867 | $117,904+148.4% | $102,457+185.8% | $145,978+100.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.03% | 31.80%-23.8pp | 29.41%-21.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $25,651 | $3,613+609.9% | $3,022+748.8% | $4,662+450.2% |
| Participant deferral / active EE | $17,081 | $5,733+197.9% | $5,054+237.9% | $6,690+155.3% |
| Admin fee / account holder | $4,179 | $13,329-68.6% | $9,451-55.8% | $13,400-68.8% |