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 | $376,978 | $77,814+384.5% | $158,223+138.3% | $86,983+333.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 6.55% | 30.54%-24.0pp | 52.09%-45.5pp | 25.83%-19.3pp |
| Employer contribution / active EE | $4,110 | $2,592+58.5% | $4,1090% | $2,584+59.0% |
| Participant deferral / active EE | $7,609 | $3,270+132.7% | $5,467+39.2% | $4,194+81.4% |
| Admin fee / account holder | $1,761 | $5,879-70.0% | $16,047-89.0% | $7,856-77.6% |