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 | $291,018 | $132,099+120.3% | $115,599+151.7% | $138,895+109.5% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 8.01% | 176.76%-168.7pp | 111.10%-103.1pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,452 | $3,416-57.5% | $2,955-50.9% | $4,194-65.4% |
| Participant deferral / active EE | $2,662 | $5,617-52.6% | $4,889-45.6% | $6,396-58.4% |
| Admin fee / account holder | $9,122 | $15,650-41.7% | $12,841-29.0% | $12,562-27.4% |