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 | $326,568 | $72,273+351.9% | $101,275+222.5% | $79,856+308.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.88% | 22.30%-14.4pp | 46.48%-38.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $18,233 | $2,691+577.5% | $3,660+398.2% | $2,471+637.8% |
| Participant deferral / active EE | $15,307 | $3,282+366.5% | $4,371+250.2% | $3,741+309.2% |
| Admin fee / account holder | $9,381 | $4,401+113.1% | $5,948+57.7% | $5,306+76.8% |