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 | $326,700 | $83,073+293.3% | $88,457+269.3% | $87,485+273.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.6%+21.4pp | 68.9%+31.1pp |
| Annual return | 10.61% | 15.48%-4.9pp | 32.69%-22.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $16,977 | $4,044+319.8% | $4,681+262.7% | $2,596+553.9% |
| Participant deferral / active EE | $11,178 | $4,389+154.7% | $5,667+97.2% | $4,274+161.6% |
| Admin fee / account holder | $55,587 | $7,192+672.9% | $9,606+478.7% | $7,775+615.0% |