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 | $345,140 | $85,171+305.2% | $172,752+99.8% | $72,975+373.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.46% | 27.32%-19.9pp | 802.97%-795.5pp | 81.01%-73.6pp |
| Employer contribution / active EE | $2,585 | $3,324-22.2% | $5,144-49.7% | $2,440+5.9% |
| Participant deferral / active EE | $3,934 | $3,260+20.7% | $5,198-24.3% | $3,608+9.0% |
| Admin fee / account holder | $15,064 | $5,880+156.2% | $13,955+7.9% | $5,124+194.0% |