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 | $270,239 | $81,276+232.5% | $155,574+73.7% | $80,925+233.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.72% | 33.36%-25.6pp | 64.87%-57.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $12,344 | $3,103+297.8% | $4,676+164.0% | $2,756+347.9% |
| Participant deferral / active EE | $10,394 | $3,453+201.0% | $5,629+84.6% | $4,299+141.8% |
| Admin fee / account holder | $23,040 | $7,993+188.2% | $15,914+44.8% | $6,940+232.0% |