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 | $275,555 | $81,276+239.0% | $155,574+77.1% | $80,925+240.5% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.7%+23.3pp |
| Annual return | 9.39% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $3,249 | $3,103+4.7% | $4,676-30.5% | $2,756+17.9% |
| Participant deferral / active EE | $3,873 | $3,453+12.2% | $5,629-31.2% | $4,299-9.9% |
| Admin fee / account holder | $1,546 | $7,993-80.7% | $15,914-90.3% | $6,940-77.7% |